Richmond City Council
July 28, 2026

July 28, 2026
Public Works
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Daniel Chavarria, PE, Director of Public Works
Josef Munoz, Assistant Deputy Director of Public Works
Jene Levine Snipes, Development Project Manager
Subject: Accept and Appropriate Additional Caltrans Grant Funds for the Richmond Art and Lighting Project
FINANCIAL IMPACT: The proposed $800,000 expenditure is funded by the California Department of Transportation Clean California State Beautification Program grant. The Fiscal Year
2026-2027 project budget will be increased by $800,000, and the corresponding grant revenue account will be
increased by $800,000. Total Caltrans funding under
Agreement No. 04-2911 will increase from $300,000 to
$1,100,000. There is no net change to the General Fund
(Account String: 15436431-400708-23031).

PREVIOUS COUNCIL
ACTION:

October 18, 2022
June 18, 2024

STATEMENT OF THE
ISSUE:

The City previously secured $4.7 million for the
Richmond Art and Lighting Project, including $3.7 million in Caltrans funding for lighting and pedestrian-safety
improvements, $300,000 in Caltrans funding for
transportation art, and $700,000 in local funds. Caltrans has amended the transportation art agreement to provide an additional $800,000, increasing funding for the art
component to $1.1 million and total project funding to
$5.5 million. City Council action is required to accept the grant funds and increase the fiscal year 2026–2027
revenue and expenditure budgets for the project.

AGENDA
REPORT
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July 28, 2026
RECOMMENDED ACTION: ADOPT a resolution to ACCEPT and APPROPRIATE an additional $800,000 from the California Department of
Transportation (Caltrans) Clean California State
Beautification Program grant for the art component of the Richmond Art and Light Project, increasing the total
funding under Caltrans Agreement No. 04-2911 from
$300,000 to $1,100,000; and AUTHORIZE the City
Manager or their designee to execute all grant-related
documents and agreements required - Public Works
Department (Jene Levine Snipes 510-307-8132/Daniel
Chavarria 510-620-5478).

DISCUSSION:

Project Background and Scope
The Richmond Art and Lighting Project is a coordinated public art, beautification, lighting, and pedestrian-safety initiative focused on the Interstate 580 undercrossings at Macdonald Avenue, San Pablo Avenue, and Barrett Avenue. The project is intended to improve the appearance, safety, visibility, and pedestrian experience at these highly traveled gateways while highlighting Richmond's history, culture, and community identity through transportation art.

The transportation art component includes:
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July 28, 2026
 Restoration of two existing murals at the Macdonald Avenue and San Pablo Avenue undercrossing;
 Installation of two new murals on the opposite abutment walls at those locations; and
 Painting the support columns and the large exterior beam (i.e., girder) at the Barrett Avenue undercrossing.

The broader project coordinates these art improvements with lighting and other pedestrian-safety and accessibility upgrades at the three undercrossings.

On September 12, 2023, the City Council adopted Resolution No. 93-23, authorizing the Public Works Director and City Engineer to execute master agreements, program supplemental agreements, fund exchange agreements, fund transfer agreements, and amendments with Caltrans. This authority supported execution of the project agreements while preserving the City Council's responsibility to accept and appropriate grant revenues through the City budget.

The City and Caltrans subsequently entered into Transportation Art Agreement No. 04- 2911, effective July 18, 2024, providing an amount not to exceed $300,000 in Clean California State Beautification Program funds (Attachment 1). Under the agreement, the City is responsible for artist procurement and contract administration, preparation and installation of the transportation art, compliance with Caltrans encroachment-permit requirements, and completion of the required Transportation Art Proposal, Copyright License and Waiver of Moral Rights in the Arts, and Transportation Art Maintenance Agreement.

Project Funding and Funding Amendment
The City previously secured $4,700,000 in funding for this project, which includes $4,000,000 in Caltrans grant funding and $700,000 in local funds.

Caltrans and the City fully executed an amendment dated July 2, 2026, increasing the funding available under the agreement by $800,000. The amendment raises the total Caltrans contribution from $300,000 to $1,100,000 (Attachment 2). The additional funds are reimbursement-based and must be used for eligible project costs in accordance with the amended agreement and applicable Caltrans requirements.

The project funding framework is adjusted as follows:

Funding Source Original
Amount
Additional
Amount
Amended
Total
Caltrans Clean California
(Art Component)
$300,000 $800,000 $1,100,000
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July 28, 2026
Funding Source Original
Amount
Additional
Amount
Amended
Total
Caltrans Clean California
(Light and Safety)
$3,700,000 $0 $3,700,000
General Fund $700,000 $0 $700,000
Total $4,700,000 $800,000 $5,500,000
The additional funding will support completion of the art component and related projectdelivery costs, including artist services, materials, wall preparation, access and trafficcontrol requirements, contractor oversight, insurance, prevailing-wage and certifiedpayroll compliance, and installation within Caltrans right-of-way.

Recommendation
Accepting and appropriating the funds will allow City staff to establish the required budget authority, process eligible expenditures, submit reimbursement requests, and complete the project scope in coordination with Caltrans. City staff recommend that the City Council adopt the attached resolution to accept and appropriate the additional $800,000, increase the fiscal year 2026-2027 project revenue and expenditure budgets by the same amount, and authorize the City Manager or designee to execute all grantrelated documents and agreements required (Attachment 3). The requested action has no current impact on the General Fund.

DOCUMENTS ATTACHED:

Attachment 1 – Agreement 04-2911 Transportation Art Agreement Clean California Beautification Fund Contribution
Attachment 2 – Agreement 04-2911 Amendment No. 1
Attachment 3 – Resolution
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04-CC-80/580-VAR
EA: 4W310
Project ID: 0422000136
Agreement No. 04-2911
Minor Funds Contribution Agreement 2016_06_13 Page 1 of 7

TRANSPORTATION ART AGREEMENT
Clean California Beautification Fund Contribution
This AGREEMENT, effective on __________________________, is between the State of California, acting through its Department of Transportation, referred to as CALTRANS, and:

City of Richmond, a body politic and municipal corporation or chartered city of the State of California, referred to hereinafter as CITY.

RECITALS

1. PARTIES are authorized to enter into a cooperative agreement for improvements to the State Highway System per the California Streets and Highways Code, Section 114.

2. CALTRANS is authorized per the California Streets and Highways Code, Section 91.42 to expend Clean California State Beautification Program of 2021 funds (FUNDS) towards beautifying and cleaning up state highways and eligible projects towards that goal.

3. Transportation Art includes graphic or sculptural artwork, either freestanding or placed upon a required engineered transportation feature located on CALTRANS’ right-of-way (such as a noise barrier, retaining wall, bridge, bridge abutment, bridge rail, or slope paving) that expresses unique attributes of a community’s history, resources, or character.

4. CALTRANS intends to provide funding to CITY, and CITY agrees to procure artist(s), administer artist contracts, provide and install the Transportation Art, which consists of restoring two existing murals at the MacDonald Ave. Undercrossing and the San Pablo Ave. Undercrossing, adding two new murals at the opposite abutment walls at the MacDonald Ave. and San Pablo Ave. Undercrossings, and painting columns and outside girder at the Barrett Ave. Undercrossing in the City of Richmond, hereinafter referred to as PROJECT.

5. The term AGREEMENT, as used herein, includes any attachments, exhibits, and amendments.

6. CITY shall obtain an encroachment permit from CALTRANS prior to the commencement of any PROJECT work within CALTRANS’ right-of-way.

7. CITY will follow the CALTRANS encroachment permit requirements for any and all PROJECT work within CALTRANS’ right-of-way, including by not limited to, installation of artwork.
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Agreement No. 04-2911

8. CALTRANS will pay CITY an amount not to exceed $300,000 from FUNDS required for PROJECT.

9. CALTRANS and CITY hereby set forth the terms, covenants, and conditions for CALTRANS’ contribution toward PROJECT.

SCOPE

10. CITY is responsible for completing all work for PROJECT.

11. CITY shall adhere to the CALTRANS’ Transportation Art requirements as set forth in CALTRANS’ Project Development Procedures Manual (PDPM), Chapter 29, Section 9, Transportation Art and CALTRANS’ Transportation Art website at https://dot.ca.gov/programs/design/lap-landscape-architecture-and-communitylivability/lap-liv-j-transportation-art. This includes, but is not limited to, submittal of a Transportation Art Proposal (TAP) to CALTRANS, execution of a Copyright License and Waiver of Moral Rights in the Arts (CLAW) and Transportation Art Maintenance Agreement (TAMA).

12. CITY agrees that before commencing any PROJECT work on CALTRANS right-of-way, CITY and CALTRANS will enter into a TAMA for maintenance of the PROJECT.

PARTIES agree that no encroachment permit(s) will be issued by CALTRANS for PROJECT until the TAMA is fully executed.

INVOICE & PAYMENT

13. CITY will invoice, no more frequently than monthly, and CALTRANS will reimburse for actual costs incurred and paid towards PROJECT.

14. CALTRANS will pay CITY within 45 (forty-five) calendar days of receipt of invoices.

15. CALTRANS and CITY agree that the total amount of FUNDS paid out to CITY will not exceed $300,000.

16. After CALTRANS and CITY agree that all work for PROJECT is complete, CITY will submit a final accounting for all costs. Based on the final accounting, CITY will refund or invoice as necessary in order to satisfy the financial commitment of AGREEMENT.

GENERAL CONDITIONS

17. All portions of this AGREEMENT, including the Recitals section, are enforceable.

18. All obligations of CALTRANS under the terms of AGREEMENT are subject to the appropriation of resources by the Legislature and the State Budget Act authority. 2486
Agreement No. 04-2911

19. If CITY fails to complete the PROJECT for any reason, CITY shall, at CITY’s expense, return CALTRANS right-of-way to its original condition or to a safe and operable condition acceptable to CALTRANS. If CITY fails to do so, CALTRANS reserves the right to finish the work or place the PROJECT in a safe and operable condition.

CALTRANS will bill CITY for all expenses incurred and CITY agrees to pay said bill within forty-five (45) days of receipt.

20. HM-1 is hazardous material (including, but not limited to, hazardous waste) that may require removal and disposal pursuant to federal or state law, whether it is disturbed by the PROJECT or not.

HM-2 is hazardous material (including, but not limited to, hazardous waste) that may require removal and disposal pursuant to federal or state law only if disturbed by the PROJECT.

The management activities related to HM-1 and HM-2, including and without limitation, any necessary manifest requirements and disposal facility designations are referred to herein as HM-1 MANAGEMENT and HM-2 MANAGEMENT respectively.

21. If HM-1 or HM-2 is found during PROJECT work, CITY will immediately notify CALTRANS.

22. CALTRANS, independent of PROJECT, is responsible for any HM-1 found within the existing CALTRANS right-of-way. CALTRANS will undertake, or cause to be undertaken, HM-1 MANAGEMENT with minimum impact to PROJECT schedule.

CALTRANS, independent of PROJECT will pay, or cause to be paid, the cost of HM-1 MANAGEMENT related to HM-1 found within the existing CALTRANS right-of-way.

23. CITY, independent of PROJECT, is responsible for any HM-1 found within PROJECT limits and outside the existing CALTRANS right-of-way. CITY will undertake or cause to be undertaken HM-1 MANAGEMENT with minimum impact to PROJECT schedule.

CITY, independent of the PROJECT, will pay, or cause to be paid, the cost for HM-1 MANAGEMENT for HM-1 found within PROJECT limits and outside of the existing CALTRANS right-of-way.

24. CITY is responsible for HM-2 MANAGEMENT within the PROJECT limits.

25. HM-2 MANAGEMENT costs are PROJECT costs.

26. CALTRANS and CITY will enter into a TAMA before PROJECT work is performed within CALTRANS right-of-way. CITY understands and acknowledges the terms of the TAMA will include, but are not limited to, CITY shall be responsible for all regular and emergency maintenance, repair, and replacement of the PROJECT at the CITY’s expense for as long as the artwork remains in place

27. The TAMA will include indemnification provisions for anything done or omitted to be done by CITY under or in connection with PROJECT.
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Agreement No. 04-2911

28. Neither CITY nor any officer or employee thereof is responsible for any injury, damage, or liability occurring by reason of anything done or omitted to be done by CALTRANS, its contractors, sub-contractors, and/or its agents under or in connection with any work, authority, or jurisdiction conferred upon CALTRANS under AGREEMENT. It is understood and agreed that CALTRANS, to the extent permitted by law, will defend, indemnify, and save harmless CITY and all of its officers and employees from all claims, suits, or actions, including reasonable attorneys’ fees, of every name, kind, and description, brought forth under, but not limited to, tortious, contractual, inverse condemnation, or other theories and assertions of liability occurring by reason of anything done or omitted to be done by CALTRANS, its contractors, sub-contractors, and/or its agents under AGREEMENT.

29. Neither CALTRANS nor any officer or employee thereof is responsible for any injury, damage, or liability occurring by reason of anything done or omitted to be done by CITY, its contractors, sub-contractors, and/or its agents under or in connection with any work, authority, or jurisdiction conferred upon CITY under AGREEMENT. It is understood and agreed that CITY, to the extent permitted by law, will defend, indemnify, and save harmless CALTRANS and all of its officers and employees from all claims, suits, or actions, including reasonable attorneys’ fees, of every name, kind, and description brought forth under, but not limited to, tortious, contractual, inverse condemnation, claims based on (1) 17 U.S.C. §§ 101-810 (the Copyright Act of 1976, as modified), (2) 17 U.S.C. § 106A(a) (the Visual Artists Rights Act of 1990, “VARA”), (3) 17 U.S.C. § 113, (4) California Civil Code § 987 (the California Art Preservation Act), California Civil Code §989, or (5) any other rights arising under U.S. federal or state laws or under the laws of any other country that conveys rights and protections of the same nature as those conveyed under 17 U.S.C. §106A(a) and California Civil Code §987, intellectual property claims arising from or related to breach of contract, inverse condemnation, conversion, and/or taking of property, or other theories and assertions of liability occurring by reason of anything done or omitted to be done by CITY, its contractors, subcontractors, and/or its agents under AGREEMENT.

30. If the work performed on PROJECT is done under contract and falls within the Labor Code section 1720(a)(1) definition of "public works" in that it is construction, alteration, demolition, installation, or repair; or maintenance work under Labor Code section 1771 CITY must conform to the provisions of Labor Code sections 1720 through 1815, and all applicable provisions of California Code of Regulations found in Title 8, Chapter 8, Subchapter 3, Articles 1-7. CITY agrees to include prevailing wage requirements in its contracts for public work. Work performed by CITY's own forces is exempt from the Labor Code's Prevailing Wage requirements.

CITY shall require its contractors to include prevailing wage requirements in all subcontracts funded by AGREEMENT when the work to be performed by the subcontractor is "public works" as defined in Labor Code Section 1720(a)(1) and Labor Code Section 1771. Subcontracts shall include all prevailing wage requirements set forth in CITY contracts.
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Agreement No. 04-2911

31. AGREEMENT is intended to be CALTRANS’ and CITY’s final expression and supersedes all prior oral understandings pertaining to PROJECT, with the exception of the required agreements to complete CALTRANS’ Transportation Art process as discussed herein. The required agreements include, but are not limited to, the TAP, CLAW, and TAMA.

32. AGREEMENT will terminate upon CALTRANS’ acceptance of PROJECT. However, all indemnification and maintenance articles of AGREEMENT will remain in effect until terminated or modified in writing by mutual agreement.
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Agreement No. 04-2911

CONTACT INFORMATION
CALTRANS and CITY will notify each other in writing of any personnel or location changes.

Contact information changes do not require an amendment to AGREEMENT.

CALTRANS
Mathew Abel, Program Manager
111 Grand Ave
Oakland, CA 94512
Office Phone: (510) 774-6009
Email: [email protected]

CITY OF RICHMOND
Jene’ Levine-Snipes, Development Project Manager
3230 McDonald Ave.

Richmond, CA 94804
Office Phone: (510) 307-8132
Email: [email protected]
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Agreement No. 04-2911

SIGNATURES
CALTRANS and CITY are empowered by the law to enter into this AGREEMENT and have delegated to the undersigned the authority to execute this AGREEMENT on behalf of the respective agencies and covenants to have followed all the necessary legal requirements to validly execute this AGREEMENT.

CALTRANS and CITY acknowledge that executed copies of this AGREEMENT may be exchanged by facsimile or email, and that such copies shall be deemed to be effective as originals.

STATE OF CALIFORNIA

DEPARTMENT OF TRANSPORTATION
Wajahat Nyaz
Deputy District Director, Design
Verification of funds and authority:

Jeffrey Kuehnel
District Budget Manager
Certified as to financial terms and policies:

Nadine Karavan
HQ Accounting Supervisor

CITY OF RICHMOND
Kinshasa Curl
City Manager
Attest:

Daniel Chavarria
Director of Public Works
Approved as to form and procedure:

Dave Aleshire
Interim City Attorney
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04-CC-80/580-VAR
EA: 4W310
Project ID: 0422000136
Agreement No. 04-2911 A-1
1 AMENDMENT NO. 1 TO AGREEMENT 04-2911
This Amendment No. 1 (AMENDMENT) to Agreement 04-2911 (AGREEMENT), executed on and effective from _____________________is between the State of California, acting through its Department of Transportation, referred to as CALTRANS, and:

City of Richmond, a body politic and municipal corporation or chartered city of the State of California, referred to hereinafter as CITY.

RECITALS

1. CALTRANS and CITY, collectively referred to as PARTIES, entered into AGREEMENT on July 18, 2024, defining the terms and conditions for restoring two existing murals at the MacDonald Ave. Undercrossing and the San Pablo Ave.

Undercrossing, adding two new murals at the opposite abutment walls at the MacDonald Ave. and San Pablo Ave. Undercrossings, and painting columns and outside girder at the Barrett Ave. Undercrossing in the City of Richmond, referred to as PROJECT.

2. The AGREEMENT established CALTRANS will pay CITY an amount not to exceed $300,000 from Clean California State Beautification Program of 2021 funds (FUNDS) required for PROJECT.

3. PARTIES now seek to increase CALTRANS contribution amount to $1,100,000 from (FUNDS).

IT IS THEREFORE MUTUALLY AGREED:

1. Article 8 in the AGREEMENT is replaced in its entirety to read as follows:

CALTRANS will pay CITY an amount not to exceed $1,100,000 from FUNDS required for PROJECT.

2. Article 15 in the AGREEMENT is replaced in its entirety to read as follows:

CALTRANS and CITY agree that the total amount of FUNDS paid out to CITY will not exceed $1,100,000.

3. All other terms and conditions of the AGREEMENT shall remain in full force and effect.

4. This AMENDMENT is deemed to be included and made a part of the AGREEMENT. 2495
04-CC-80/580-VAR
EA: 4W310
Project ID: 0422000136
Agreement No. 04-2911 A-1
2 CONTACT INFORMATION
The information provided below indicates the primary contact information for each PARTY to this AGREEMENT. PARTIES will notify each other in writing of any personnel or location changes. Contact information changes do not require an amendment to this AGREEMENT.

CITY OF RICHMOND
Project Manager: Jene’ Levine-Snipes
Phone Number: (510) 307-8132
E-mail: [email protected]
Billing Address: 3230 McDonald Ave.

Richmond, CA 94804

CALTRANS
Project Manager: Matthew Abel
Phone Number: (510) 774-6009
E-mail: [email protected]
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04-CC-80/580-VAR
EA: 4W310
Project ID: 0422000136
Agreement No. 04-2911 A-1
3 SIGNATURES
PARTIES are authorized to enter into this AMENDMENT and have delegated to the undersigned the authority to execute this AMENDMENT on behalf of the respective agencies and hereby covenants to have followed all the necessary legal requirements to validly execute this AMENDMENT. By signing below, the PARTIES each expressly agree to execute this AMENDMENT electronically.

The PARTIES acknowledge that executed copies of this AMENDMENT may be exchanged by facsimile or email, and that such copies shall be deemed to be effective as originals.

STATE OF CALIFORNIA

DEPARTMENT OF TRANSPORTATION
By: ______________________________
Wajahat Nyaz
District Director
VERIFIED OF FUNDS & AUTHORITY:

By: ______________________________
Jeffrey Kuehnel
District Budget Manager

CERTIFIED AS TO FINANCIAL
TERMS & POLICIES:

By: ______________________________
Percy Ramil
HQ Accounting Supervisor

CITY OF RICHMOND
By: ______________________________
Kinshasa Curl
City Manager
Attest____________________________
Daniel Chavarria
Director of Public Works
By:______________________________
Dave Aleshire
City Counsel
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Reso. No. xx-25

RESOLUTION NO. xx-26

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND, CALIFORNIA, ACCEPTING AND APPROPRIATING AN ADDITIONAL $800,000

FROM THE CALIFORNIA DEPARTMENT OF TRANSPORTATION CLEAN

CALIFORNIA STATE BEAUTIFICATION PROGRAM FOR THE RICHMOND ART

AND LIGHTING PROJECT
WHEREAS, the City of Richmond and the California Department of Transportation ("Caltrans") entered into Transportation Art Agreement No. 04-2911, effective July 18, 2024, which provided an amount not to exceed $300,000 in Clean California State Beautification Program funds for restoration and installation of transportation art at the Macdonald Avenue, San Pablo Avenue, and Barrett Avenue undercrossings; and
WHEREAS, on September 12, 2023, the City Council adopted Resolution No. 93-23, authorizing the Public Works Director and City Engineer to execute agreements and amendments with Caltrans; and
WHEREAS, Caltrans and the City fully executed an amendment dated July 2, 2026, increasing the Caltrans contribution by $800,000, from $300,000 to a total amount not to exceed $1,100,000; and
WHEREAS, City Council acceptance and appropriation of the additional funds is required to establish the corresponding grant revenue and expenditure authority in the fiscal year 2026-2027 City budget; and
WHEREAS, the City of Richmond has received and accepted the Agenda Report regarding this Resolution
NOW, THEREFORE, BE IT RESOLVED the City Council of the City of Richmond finds the above recitals accurate and have served together with the Agenda Report as the basis for the findings and approvals set forth in this Resolution; and BE IT FURTHER RESOLVED that the City Council hereby approves to accept and appropriate the additional grant funds in the amount of $800,000 from the California Department of Transportation Clean California State Beautification Program, bringing total grant funding under Agreement No. 04-2911 from $300,000 to $1,100,00; and BE IT FURTHER RESOLVED the City Council of the City of Richmond authorizes the City Manager or designee to execute all grant-related documents and agreements required. *************************
I certify that the foregoing resolution was passed and adopted by the Council of the City of Richmond at a regular meeting thereof held July 28, 2026, by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

CLERK OF THE CITY OF RICHMOND
2503
Reso. No. xx-25

(SEAL)
Approved:

Mayor
Approved as to form:

City Attorney
2504

July 28, 2026
Public Works
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Daniel Chavarria, PE, Director of Public Works
Tawfic Halaby, PE, Deputy Director of Public Works
Subject: Task Authorization to Veolia for Engineering Design Services for Nevin Avenue and Wilson Avenue Pipeline
Realignment Project
FINANCIAL IMPACT: The proposed $268,591 expenditure is included within the approved Fiscal Year 2026-20267 Wastewater
Enterprise Fund budget (Account String:
40322931-400708-22230). There is no impact to the
General Fund.

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

City staff is recommending City Council approval of a
resolution for Veolia to issue subcontracts to V.W.

Housen & Associates for the design of the Nevin Avenue
and Wilson Avenue Pipeline Realignment Project.

RECOMMENDED ACTION: ADOPT a resolution to AUTHORIZE the issuance of a Task Authorization to Veolia for the design of the Nevin Avenue and Wilson Avenue Pipeline Realignment Project
in an amount not to exceed $268,591 – Public Works
Department (Daniel Chavarria 510-620-5478/Tawfic
Halaby 510- 620-5482).

AGENDA
REPORT
2505

July 28, 2026
DISCUSSION:

The alignment of the sanitary sewer pipeline between Nevin Avenue and Macdonald Avenue immediately to the east of the Interstate Highway 80 (I-80) elevated deck is underneath the highway off-ramp, and the pipeline exhibits severe structural deterioration, including multiple cracks and fractures. Due to its location directly beneath the I-80 ramp, conventional rehabilitation methods such as pipe bursting or open cut replacement are not feasible. Therefore, a comprehensive redesign and realignment strategy is required for this section of pipeline to ensure continued service. The project will be called the Nevin Avenue and Wilson Avenue Pipeline Realignment Project.

V.W. Housen & Associates has been selected as the design engineer to develop comprehensive design and construction documents for this project, which includes a topographic survey, geotechnical investigation, utility inspections, complete design, preparation of bid documents, bid period services, engineering services during construction, and preparation of as-built drawings.

The scope of work includes engineering and design services for the installation of about 1,150 lineal feet of new 12-inch diameter polyvinyl chloride (PVC) sanitary sewer pipe along Wilson Avenue from Barrett Avenue to Macdonald Avenue, and the replacement of about 800 lineal feet of 8-inch vitrified clay pipeline with new 8- inch PVC sanitary sewer pipe on 46th Street from Barrett Avenue to Nevin Avenue and on Nevin Avenue from 46th Street to Wilson Avenue. In addition, nine manholes will be installed or replaced along these new pipeline alignments.

Finally, the deteriorated line segment beneath the highway ramp, within the California Department of Transportation right-of-way between Nevin Avenue and Macdonald Avenue, will be permanently disconnected from the system and left underground.

Veolia’s 16.5 percent charge will apply to both the initial design and bid period services, as well as engineering services during construction. The total estimated cost for design services is as follows:

V. W. Housen & Associates
Design and Bid Period Services
$ 186,938
V. W. Housen & Associates
Engineering Services During Construction
$ 43,612
Subtotal Design Cost $ 230,550
Veolia Markup (16.5%) $ 38,041
Total Design Cost $ 268,591
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July 28, 2026
City staff recommend City Council adopt the proposed resolution authorizing the issuance of a Task Authorization to Veolia to design the Nevin Avenue and Wilson Avenue Pipeline Realignment Project (Attachments 1 and 2).

DOCUMENTS ATTACHED:

Attachment 1 – Map Nevin and Wilson Realignment
Attachment 2 – Proposed Resolution
Attachment 3 – Task Authorization
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Reso. No.

RESOLUTION NO. ____

A RESOLUTION OF THE COUNCIL OF THE CITY OF RICHMOND, CALIFORNIA,

AUTHORIZING THE ISSUANCE OF A TASK AUTHORIZATION FOR THE ENGINEERING

DESIGN SERVICES FOR THE NEVIN AVE AND WILSON AVE PIPELINE REALIGNMENT PROJECT FOR AN AMOUNT NOT TO EXCEED $268,591
WHEREAS, Veolia operates and maintains the City of Richmond’s sanitary sewer collection system; and
WHEREAS, the sanitary sewer pipeline located underneath HWY I-80 off ramp between Nevin Avenue and Macdonald Avenue immediately to the east of the elevated highway deck exhibits severe structural deterioration, including multiple cracks and fractures; and
WHEREAS, due to its location directly beneath the highway off-ramp, conventional rehabilitation methods such as pipe bursting or open cut replacement are not feasible; and
WHEREAS, a comprehensive redesign and realignment strategy is required for this section of pipeline to ensure continued service; and
WHEREAS, V.W. Housen & Associates has been selected as the design engineer to develop comprehensive design and construction documents for this project, which includes a topographic survey, geotechnical investigation, utility inspections, complete design, preparation of bid documents, bid period services, engineering services during construction, and preparation of as-built drawings; and
WHEREAS, The scope of work includes installing about 1,150 lineal feet of new 12- inch diameter polyvinyl chloride (PVC) sanitary sewer pipe along Wilson Avenue from Barrett Avenue to Macdonald Avenue, and replacing about 800 lineal feet of 8-inch vitrified clay pipeline with 8-inch PVC sanitary sewer pipe on 46th Street from Barrett Avenue to Nevin Avenue and on Nevin Avenue from 46th Street to Wilson Avenue, and installing nine new manholes a long the new pipeline alignment; and
WHEREAS, the existing deteriorated line segment underneath the highway ramp within the State of California Department of Transportation right-of-way between Nevin Avenue and Macdonald Avenue will be abandoned in place; and
WHEREAS, Veolia’s 16.5 percent charge will apply to both the initial design and bid period services, as well as engineering services during construction. The total estimated cost for design services is as follows:

V. W. Housen & Associates
Design and Bid Period Services $186,938
V. W. Housen & Associates
Engineering Services During Construction $ 43,612
Subtotal design cost $230,550
Veolia Markup (16.5%) $ 38,041
Total design cost $268,591
NOW THEREFORE, BE IT RESOLVED that the City Council of the City of Richmond hereby authorizes the Water Resource Recovery Division to issue a project Task Authorization to Veolia for the design of the Nevin Avenue and Wilson Avenue Pipeline Realignment Project in an amount not to exceed $268,591. ******************
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Reso. No.

I certify that the foregoing resolution was passed and adopted by the Council of the City of Richmond at a regular meeting thereof held on July 28, 2026, by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

CLERK OF THE CITY OF RICHMOND
(SEAL)
Approved:

Mayor
Approved as to form:

City Attorney
State of California }
County of Contra Costa : ss.

City of Richmond }
I certify that the foregoing is a true copy of Resolution No. _____, finally passed and adopted by the City Council of the City of Richmond at a regular meeting held on July 28, 2026.

Pamela Christian, Clerk of the City of Richmond
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July 28, 2026
Public Works
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Daniel Chavarria, Director of Public Works
Darin Fitzpatrick, Assistant Deputy Director of Public
Works – Operations & Maintenance
Hugo Mendoza, Public Works Abatement Division
Superintendent
Subject: June 2026 Abatement Report
FINANCIAL IMPACT: There is no fiscal impact associated with receiving this report.

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

The Public Works Department is presenting City Council
the June 2026 Abatement Presentation, summarizing
illegal dumping removal, encampment abatement, graffiti removal, and related mitigation activities conducted Citywide RECOMMENDED ACTION: RECEIVE a report on the June 2026 abatement activities – Public Works Department (Daniel Chavarria 510-620-
5478/Darin Fitzpatrick 510-231-3044/Hugo Mendoza
510-231-3030).

AGENDA
REPORT
2512

July 28, 2026
DISCUSSION:

On a monthly basis, the Public Works Department provides City Council with a report outlining the activities of the Abatement Division. The Division is responsible for addressing illegal dumping, encampment abatement, graffiti removal, weed abatement, vehicle and vessel dismantling, conducting neighborhoods dumpster days, and other nuisance abatement activities within the public right-of-way and, when authorized, on private property.

June 2026 abatement activities included:
 Neighborhood Dumpster Days
o Collected 18 debris dumpsters and four recycling dumpsters o Assisted 170 seniors and disabled residents from Carriage Hills North & South, Castro Heights, Richmond Annex, East Richmond, and Marina Way neighborhoods
 Illegal Dumping
o Removed 216.14 tons of illegally dumped material
o Targeted primary locations including San Joaquin Street, 5th Street and Bissell Avenue, South 2nd Street, Portola Avenue, 2nd Street and Chanslor Avenue, and other recurring hotspot corridors City-wide o Disposed of specialized waste, including 323 mattresses, 242 tires, and 140 gallons of paint/oil
 Encampment Abatement
o Abated 28 encampment locations, removing 29.49 tons of debris o Notable locations included: Castro Street under Richmond Parkway, 37th Street adjacent to the BART tracks, 12th Street and Nevin Avenue, Juliga Woods Street, and Macdonald Avenue Corridor
 Weed Abatement
o Abated weeds from 18 locations including City-owned properties, vacant lots, and public right-of-ways
 Graffiti Removal
o Removed 85 graffiti tags during the month
o Addressed graffiti on residential fencing, utility boxes, and public infrastructure at multiple City-wide locations
 Coordinated with partner agencies, including Coordinated Outreach Referral Engagement (CORE), California Department of Transportation (Caltrans), Republic Services, and Sims Metal, on encampment response and Dumpster Days.

The attached report also includes year-to-date comparisons, monthly tonnage, staffhour summaries, hotspot maps, and partner coordination details to show operational workload and service trends.
2513

July 28, 2026
DOCUMENTS ATTACHED:

Attachment 1 – June 2026 Abatement Report
2514
PUBLIC

WORKS/ABATEMENT
JUNE 2026

ABATEMENT UPDATE
JULY 28, 2026
2515

NEIGHBORHOOD

DUMPSTER DAYS
(3)
 CARRIAGE HILLS NORTH & SOUTH
 CASTRO HEIGHTS
 RICHMOND ANNEX
 EAST RICHMOND
 MARINA BAY
 18 DUMPSTERS – 40.5 TONS
 4 RECYCLING DUMPSTERS
2516

NEIGHBORHOOD

DUMPSTER DAYS
(3)
 CARRIAGE HILLS NORTH &
SOUTH
 CASTRO HEIGHTS
 RICHMOND ANNEX
 EAST RICHMOND
 MARINA BAY
18 DUMPSTERS – 40.5 TONS
 4 RECYCLING DUMPSTERS
2517
170 SENIORS/DISABLED
PERSONS ASSISTED (30
TONS)
 CARRIAGE HILLS NORTH & SOUTH
 CASTRO HEIGHTS
 RICHMOND ANNEX
 EAST RICHMOND
 MARINA BAY
2518

ILLEGAL

DUMPING
 Ripley Avenue & Mathieu
Court
 2nd Street & Chanslor
Avenue
2519

ILLEGAL DUMPING
 300 block of 2nd Street
2520

ILLEGAL

DUMPING

2521
ILLEGAL DUMPING:
 242 TIRES
 323 MATTRESSES
 140 GALLONS OF PAINT/OIL
 MATTRESSES – MEADE STREET
 PAINT/OIL – CITYWIDE COLLECTION
 TIRES – MACDONALD AVENUE
2522

MATTRESSES COLLECTED PER MONTH (JUNE)
0 50
100
150
200
250
300
350
2022
June
2023
June
2024
June
2025
June
2026
June
2523
ILLEGAL DUMPING TONNAGE COLLECTED PER MONTH - 2026
0 50
100
150
200
250
January February March April May June July Aug. Sep. October Nov. Dec. 2524
ILLEGAL DUMPING TOTAL COST PER MONTH – 2026*
$110,000.00
$115,000.00
$120,000.00
$125,000.00
$130,000.00
$135,000.00
*Includes Labor and Equipment 2525
Tonnage Collected Jan Feb March April May Jun Jul Aug Sep Oct Nov Dec YTD 2022 143.24 181.58 209.4 189.23 197.55 182.86 343.3 311.5 247.37 215.74 231.95 278.08 2731.80 2023 249.87 169.66 210.78 224.86 185.09 242.03 213.87 238.18 207.01 317.6 261.62 231.51 2752.08 2024 290.37 185.55 229.98 194.45 286.88 208.95 216.96 392.56 271.85 305.43 272.36 281.48 3136.62 2025 280.88 176.79 162.83 231.33 207.63 185.16 174.05 200.3 202.64 204.01 199.00 192.15 2417.77 2026 191.29 203.34 198.89 236.1 205.24 216.14 1251
Illegal Dumping (Tons) YTD Comparison
2526

ENCAMPMENT
ABATEMENT (28)

29.49 Tons removed
 Richmond Parkway &
Hensley Avenue
2527

ENCAMPMENTS ABATEMENT

NORTH CASTRO STREET UNDER RICHMOND PARKWAY
2528
ENCAMPMENTS TONNAGE COLLECTED PER MONTH - 2026
0 5
10 15
20 25
30 35
40 2529

ENCAMPMENTS TONNAGE COLLECTED PER MONTH (JUNE)
0 5
10 15
20 25
30 35
40 2022
June
2023
June
2024
June
2025
June
2026
June
2530

GRAFFITI REMOVAL
85 Tags Removed
60 Locations
 San Luis Street Soundwall
2531

GRAFFITI REMOVAL

2532

GRAFFITI TAGS REMOVED PER MONTH
0 50
100
150
200
250
300
350
400
450
500
2022
June
2023
June
2024
June
2025
June
2026
2533 June
June Stats 2023 2024 2025 2026 2023 2024 2025 2026
Illegal Dumping 246.54 208.95 185.16 216.14 1305.04 1396.2 1244.52 1251.03 • Mattresses 268 202 233 323 1284 1328 1350 1499
• Tires 185 244 251 242 1197 1258 1328 1415
Encampments 5 10 18 28 33 59 105 142
• Tons 8.54 22.66 35.62 29.49 131.47 103.59 262.9 144.86 Graffiti Locations 133 114 143 60 596 666 837 623
• Tags 198 208 280 85 1270 1047 1538 1013
YTD
2534
WEED ABATEMENT (18

LOCATIONS)


 2535

WEED ABATEMENT
 HARBOUR WAY & RIPLEY AVE
 44TH STREET & ROOSEVELT
AVENUE
2536
2 CITY OWNED

PROPERTIES
ABATED
 113 MACDONALD AVENUE.
 390 SOUTH 34TH STREET
2537
MISCELLANEOUS:
 FENCE REPAIRS
 113 MACDONALD AVENUE
 BOULDERS & K-RAILS

INSTALLATION
 SPRING STREET
 VEHICLE DISMANTLING (3)
2538

ABATEMENT STAFF HOURS
Illegal Dumping 1400
Encampment Removal 156
Graffiti Abatement 90
North Richmond Mitigation 28
Weeds/leaves Abatement 144
Fencing, Private Board Ups & Clean-Ups 18
Seniors Assistance 108
Leave 358
Management 262
Transport/Misc.* 76
Total 2640
June Hours
Illegal Dumping
Encampment Removal
Graffiti Abatement
North Richmond Mitigation
Weeds/leaves Abatement
Transport/Misc*
Board Ups/Clean Ups/Fencing
Seniors Assistance
Transport/Misc. includes staff hours for removal of debris Management from vehicles, Point Molate trash removal, hazardous waste facility disposal, and Vehicle dismantling. 2539
on
IRON TRIANGLE BELDING WOODS
W
Barre
tt Ave
NORTH & EAST RICHMO
HEIGHT
ATCHISO

N VILLAGE
Dim
St RICHMORE VILLAGEMETRO
SQUARE
Illegal Dumping
Hotspot (18)
February, 2025
Canal
PULLMAN PARK PLAZA
SANTE FE 580
CORONADO EL CERRITO
Lauritzen Canal
S 31st
St
CORTEZ-STEGE LAUREL PARK 80
EASTSHORE
Miller-knox
Regional
Shoreline
PARKVIEW
MARINA BAY POINT

RICHMOND
PANHAND

LE ANNEX
RICHMO

ND ANNEX
Richmond Inner Harbor
San
Francisco
Bay
SOUTHWE

ST ANNEX
0 1/4
1/21 Miles El
Cerrito Plz
ALBANY
2540

PARTNERSHIPS
2541

July 28, 2026
Public Works
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Daniel Chavarria, PE, Director of Public Works, City Engineer
Darcie DeLashmutt, Capital Project Manager
Subject: Construction Agreement Amendment No. 1 with Bauman Landscape and Construction, Inc. for the Boorman Park
Revitalization Project
FINANCIAL IMPACT: The proposed action will approve a construction agreement amendment with Bauman Landscape and
Construction, Inc. in the amount of $590,000, increasing the not-to-exceed amount from $3,821,768.42 to
$4,411,768.42. The revised construction agreement
amount will also include a 10 percent change order
authority for a potential total of $4,852,945.26. Funding for this amendment is available within the approved
project budget (Account String: 20136031-400708-
23006).

PREVIOUS COUNCIL
ACTION:

June 25, 2024
March 11, 2025
August 19, 2025

STATEMENT OF THE
ISSUE:

The Boorman Park Revitalization Project requires a
construction agreement amendment to accommodate a
City-requested scope change to increase parking
capacity along Maine Avenue. City staff requests that the City Council adopt a resolution to approve the agreement amendment.

AGENDA
REPORT
2542

July 28, 2026
RECOMMENDED ACTION: ADOPT a resolution to APPROVE first amendment to the construction agreement with Bauman Landscape and
Construction, Inc. to increase the payment limit by
$590,000, for a revised total payment limit of
$4,411,768.42; and AUTHORIZE the Director of Public
Works to approve change orders up to 10 percent of the
revised construction agreement amount for a potential
not-to-exceed total of $4,852,945.26 – Public Works
Department (Darcie DeLashmutt 510-672-3944/Daniel
Chavarria 510-620-5478).

DISCUSSION:

Boorman Park is a 3.3-acre park located at 2799 Maine Avenue in the Cortez-Stege Neighborhood, Richmond City Council District 3. Originally constructed in 1976, the park was identified as a high priority for improvements in the 2010 Parks Master Plan and the 2019 Richmond Parks Assessment Report (Attachment 1). As a result, the City initiated the Boorman Park Revitalization Project (Capital Improvement Project No. 23006).

In partnership with the West County Regional Group of First 5 Contra Costa, Healthy and Active Before Five, and consultant CSW/Stuber-Stroeh Engineering Group, the City conducted a series of public meetings to inform the project design. The resulting concept includes a multi-use loop trail, skate elements and seating, a multi-purpose grass field, a basketball court, a fitness zone, children’s play areas, a restroom facility, and a community gathering area (Attachment 2). This concept resulted in the award of approximately $4.1 million in Proposition 68 grant funding in 2020.

The original concept included modifying existing parallel street parking to perpendicular parking to increase parking capacity. During design, soil contamination was identified, resulting in the creation of a separate Boorman Park Site Remediation Project. Due to cost constraints associated with remediation, perpendicular parking was removed from the final project scope.

On June 25, 2024, the City Council adopted Resolution No. 71-24 authorizing the City Manager to award construction agreements and authorizing the Director of Public Works to approve change orders. The City subsequently awarded a construction agreement in the amount of $3,765,528 to Bauman Landscape and Construction, Inc., the lowest responsive and responsible bidder (Attachment 3). Since initiating construction, the project has approved three change orders for fencing and utility modifications, increasing the current agreement amount to $3,821,768.42.

During construction, City staff and community stakeholders, including Rising Juntos, identified the reintroduction of perpendicular parking along Maine Avenue as a priority improvement. This City-requested scope change modifies the existing parallel parking configuration to perpendicular parking to increase the number of available parking 2543

July 28, 2026
spaces and improve access to the park. Parking along the border of the park will increase from 14 existing spaces to approximately 25 to 30 spaces.

This work was not included in the original construction agreement and requires an agreement amendment. The proposed $590,000 increase will raise the total construction agreement amount to $4,411,768.42 (Attachment 4). Previous change orders were accommodated within the original 10 percent contingency; however, this additional scope exceeds the remaining contingency and requires a formal amendment.

The existing authority for the Director of Public Works to approve change orders up to 10 percent of the construction agreement amount shall continue based on the revised agreement total.

City staff recommend that City Council adopt a resolution approving the agreement amendment to support the Boorman Park Revitalization Project (Attachment 5).

Incorporating this work into the current project allows the City to complete the improvements efficiently and minimize additional mobilization and cost escalation. The project completion schedule will shift from Summer 2026 to late Fall 2026.

DOCUMENTS ATTACHED:

Attachment 1 – Project Location
Attachment 2 – Site Plan
Attachment 3 – Construction Agreement
Attachment 4 – Proposed Agreement Amendment 1
Attachment 5 – Resolution
2544

VICINITY MAP

LOCATION PROJECT

LOCATION MAP
LOCATION PROJECT BOORMAN PARK REVITALIZATION PROJECT SOUTH 25TH STREET AND MAINE AVENUE RICHMOND, CALIFORNIA 60" DIA TURNING CIRCLE
0 NORTH 10 20 40 SCALE: 1"=20'-0" L1 SITE PLAN
WENDELL PARK 10/28/2024
P:\Shared\Projects\2023\2300051 Richmond Parks Assessment\Wendell Park Field Renovation\DWG\Sheets\P Wendell Park.dwg 03/26/2025 - 12:43 PM Brian G 1:3.5602 Sheet Plan File: Project Number: 2300051 Scale: Date: NOVEMBER 18,2024 Rev Date Description Designed Drawn Checked 121 Park Place Richmond, CA 94801 tel: 510-367-6166 Engineering Planning Landscape Architecture Land Surveying Mapping RICHMOND, CA 94805
Stamp FIELD RENOVATION Sheet Title

PROJECT
24th STREET & WENDELL AVENUE

MV BG MV
Ma r c i a D. Va l l i e r - No . 3293

S T A T E
O

F C A L I F OR N I A
Signature Renewal Date Date

L I C E NS E D
L A
N
DS C
A
P
E
A RC H I T E C T 10/30/2024 03/31/2025

PERMIT SET
10/28/2024 BID SET MV BG REPLACEMENT PLAY EQUIPMENTMV FOR 2-5 AND 5-12 YEAR OLDS WITHIN ACCESSIBLE RESILIENT SURFACING SINGLE STALL CITY-STANDARD RESTROOM STRUCTURE WITH ATTACHED DRINKING FOUNTAIN AND BOTTLE FILLER ACCESSIBLE CONCRETE PLAZA AND GATHERING AREA ONE ACCESSIBLE AND TWO STANDARD PICNIC TABLES BIKE RACKS RENOVATED SHRUB BED REPLACEMENT CONCRETE SIDEWALK REPLACEMENT IRRIGATION EQUIPMENT ENCLOSURE WITH BOOSTER PUMP AND UPGRADED ELECTRICAL RENOVATED SOFTBALL/ BASEBALL INFIELD FINES WITH NEW BASES REPLACEMENT DUGOUT SEATING, CONCRETE AND FENCING REPLACEMENT GALVANIZED STEEL HOODED BACKSTOP REPLACEMENT BLEACHERS REPLACEMENT GALVANIZED CHAIN LINK FENCING AND GATES TO MATCH EXISTING 10'-0" HEIGHT, EAST, SOUTH AND WEST SIDES. NORTH SIDE TO REMAIN. BALL STOPPER NETTING AT SOCCER GOALS Illustrative Plan 2546
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Docusign Envelope ID: 9344D626-7EC4-493D-9D6B-AC50812CA3D6 Director of Public Works
City Manager
Shasa Curl
2562
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Bauman Landscape
and Construction, Inc.

Contract #7279
Vendor #17104
Initial Contract Amount w/Contingency: $4,142,080.80
Contract Amendment #1: $590,000.00
Total Contract Amount w/Contingency: $4,852,945.26

FIRST AMENDMENT TO

CONSTRUCTION AGREEMENT BETWEEN THE CITY OF RICHMOND AND BAUMAN LANDSCAPE AND CONSTRUCTION, INC.

This First Amendment to the Construction Agreement (the “First Amendment”) is entered into as of May 5, 2026, by and between the City of Richmond, a municipal corporation and charter city (“City”) and Bauman Landscape and Construction, Inc., a California corporation (“Contractor”), with reference to the following facts.

RECITALS
A. City and Contractor entered into that certain Construction Agreement dated May 21, 2025 (the “Agreement”) to furnish construction of Boorman Park Revitalization (the “Project”)(Capital Improvement Project 23006).

B. The Parties now desire to enter into this First Amendment in order to increase the expenditures under the Construction Agreement by an additional not-to-exceed sum of $590,000.00 (the “Additional Expenditures”), for a total amended not-to exceed amount of $4,852,945.26 as set forth on 2026 05 05 (sr)(aprp)(amdmt) Boorman staff report and incorporated hereto (the “First Amended Amount”).

NOW THEREFORE, in consideration of the recitals hereof, and other mutual covenants and promises contained herein and for other valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties hereby agree to amend the Agreement as follows:

Section 1 Amendment to Payments.

The Construction Agreement is hereby amended by this First Amendment in order to increase the Original Amount by the Additional Expenditures to reflect a new total of authorized expenditures under the Construction Agreement, equal to the First Amended Amount.

Section 2. Amendment to Scope of Work.

The Construction Agreement is hereby amended by this First Amendment in order to add extra work as described in 2026 05 05 (sr)(aprp)(amdmt) Boorman staff report, and additional anticipated work to the Project as set forth in Contractor Proposed Change Orders.

Section 3. Miscellaneous.
(a) Except as amended by this First Amendment, the Construction Agreement has not been modified and is in full force and effect.
(b) Each of the individuals executing this First Amendment on behalf of the Contractor and City individually represents and warrants that he or she has been authorized to do 2619
Bauman Landscape
and Construction, Inc.

Contract #7279
Vendor #17104
Initial Contract Amount w/Contingency: $4,142,080.80
Contract Amendment #1: $590,000.00
Total Contract Amount w/Contingency: $4,852,945.26
so and has the power to bind the party for whom they are signing. (c) This First Amendment may be signed in any number of counterparts with the same effect as it the signatures to each counterpart were upon a single instrument, and is intended to be binding when all parties have delivered their signatures to the other parties.

Signatures may be delivered by facsimile or electronic transmission. All counterparts shall be deemed an original of this First Amendment.
(d) WHEREFORE, the Parties have executed this First Amendment on or as of the date first above written.

IN WITNESS WHEREOF, City and Contractor have executed this First Amendment duly authorized representatives, all on the date first written above.

CITY:

Reviewed By: CITY OF RICHMOND, a municipal
corporation and charter city
City Attorney By:

ATTEST:

City Clerk
Name: Eduardo Martinez
Its: Mayor
CONTRACTOR:

Bauman Landscape and Construction, Inc.
a Corporation By:

Name:

Its:
2620
RESOLUTION NO. xx-25________

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND
APPROVING AMENDMENT 1 TO THE CONSTRUCTION AGREEMENT WITH BAUMAN LANDSCAPE AND CONSTRUCTION, INC., AND AUTHORIZING

CHANGE ORDER AUTHORITY FOR THE BOORMAN PARK REVITALIZATION

PROJECT
WHEREAS, the City of Richmond is implementing the Boorman Park Revitalization Project; and
WHEREAS, on June 25, 2024, the City Council adopted Resolution No. 71-24 authorizing the City Manager to award construction agreements and authorizing the Director of Public Works to approve change orders; and
WHEREAS, the City awarded a construction agreement to Bauman Landscape and Construction, Inc., the lowest responsive and responsible bidder, in the amount of $3,765,528; and
WHEREAS, subsequent approved change orders increased the agreement amount to $3,821,768.42; and
WHEREAS, additional City-requested scope modifications to convert parallel parking to perpendicular parking along Maine Avenue are required to increase parking capacity and improve park access; and
WHEREAS, these improvements require a construction agreement amendment in the amount of $590,000, increasing the total agreement amount to $4,411,768.42.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Richmond:

Section 1. Finds and determines that the facts, findings, and statements contained in the Agenda Report associated with this Resolution are true and correct and are hereby incorporated herein by reference as though fully set forth.

Section 2. Approves Amendment 1 to the construction agreement with Bauman Landscape and Construction, Inc. in the amount of $590,000, for a revised total agreement amount of $4,411,768.42.

Section 3. Authorizes the Director of Public Works to approve change orders up to 10 percent of the revised construction agreement amount, for a potential not-to-exceed total of $4,852,945.26, provided the total project cost remains within the approved budget. 2621
Section 4. Authorizes the Mayor or designee to execute Amendment 1 and any related documents necessary to implement this resolution.

Section 5. Designates the City Clerk as the custodian of records for all documents and materials related to this Resolution and the Project file, which shall be maintained at the Office of the City Clerk, 450 Civic Center Plaza, Richmond, California 94804.

Section 6. This Resolution shall become effective immediately upon its passage. *****************************
I certify that the foregoing resolution was passed and adopted by the Council of the City of Richmond at a regular meeting thereof held July 28, 2026, by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

CLERK OF THE CITY OF RICHMOND
(SEAL)
Approved:

Mayor
Approved as to form:

City Attorney
2622

July 28, 2026
Public Works
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Daniel Chavarria, PE, Director of Public Works
Hillal Hamdan, PE, Senior Civil Engineer
Subject: Construction Agreement with NEMA Construction for the Citywide Traffic Calming Project
FINANCIAL IMPACT: The proposed total expenditure of $236,258 is included within the approved Fiscal Year 2026–2027 Measure J
Fund budget across two project accounts: the
Neighborhood Safety and Access Program (Account
String: 20236031-400653-23088) and the Point
Richmond Bike Modifications Project (Account String:
20136031-400642-23081). Sufficient funding is available across these accounts, and no additional appropriation is required.

PREVIOUS COUNCIL
ACTION:

November 15, 2022

STATEMENT OF THE
ISSUE:

City staff requests City Council approval of an After-theFact construction agreement with NEMA Construction in an amount not to exceed $236,258 to pay outstanding
invoices for work performed and materials ordered, and
to complete the remaining traffic safety improvements
within the Traffic Calming Project.

RECOMMENDED ACTION: ADOPT a resolution to APPROVE an after-the-fact construction agreement with NEMA Construction for the
Traffic Calming Project in an amount not to exceed
$236,258, and AUTHORIZE the City Manager, or their
designee, to execute necessary documents – Public
Works Department (Hillal Hamdan 510-621-1612 Daniel
Chavarria 510-620-5478).

AGENDA
REPORT
2623

July 28, 2026
DISCUSSION:

Background & Project Purpose
In November 2022, the City Council funded a traffic calming project to tackle ongoing safety issues in Richmond neighborhoods. The project aims to slow vehicle speeds, reduce conflicts between vehicles and pedestrians, improve crosswalk visibility, and boost safety for all residents and commuters.

To streamline implementation and reduce administrative costs, engineering designs were grouped into standardized work order packages. Safety measures at these locations include:
 Pedestrian Visibility: Solar-powered Rectangular Rapid Flashing Beacons (RRFBs)— flashing light signals activated by pedestrians before crossing.  Speed Management: Mini traffic circles and raised surface-mounted lane delineators to guide turning movements and discourage speeding.
 Wayfinding and Striping: High-visibility thermoplastic crosswalk striping, upgraded stop signs, and reflective roadside signage.

Construction across the overall program has been executed through a hybrid approach combining in-house City Operations forces with city on-call contractors. One of the on-call contractors used was NEMA Construction who efficiently installed Rectangular Rapid Flashing Beacons at four Carlson Boulevard intersections—Carl Avenue, Sutter Avenue, Shasta Street, Tehama Avenue — on schedule and within budget.

Scope of Work for Final Locations
This agreement addresses construction work completed and pending by NEMA Construction for the Traffic Calming Project locations.

1. McBryde Ave between 24th Street and 27th Street (Completed): Installation of solarpowered driver feedback signs (speed radar signs) completed by NEMA Construction.

These electronic signs detect oncoming vehicle speeds and display real-time feedback to alert motorists, encouraging speed reduction along this residential neighborhood corridor.

2. Key Boulevard and Barrett Avenue (Completed): Modifications to previously installed traffic safety measures, completed in response to community input. NEMA Construction implemented revised safety enhancements, including upgraded high-visibility crosswalk markings, enhanced stop signage, and adjusted curb-ramp delineation to better accommodate pedestrian safety near transit stops.

3. Carl Avenue and Mariposa Street (Completed): Installation of surface-mounted lane delineators and speed reduction signage completed by NEMA Construction. These improvements visually narrow the roadway and encourage drivers to reduce speeds through the residential corridor, enhancing safety for neighborhood pedestrians and bicyclists.

4. Cutting Boulevard in Point Richmond (In Progress): Crews will install durable thermoplastic roadway striping, add buffered bike lanes, and paint high-visibility 2624

July 28, 2026
crosswalks. All materials have been obtained, but NEMA Construction is waiting on contract approval before applying the final striping. Once this work begins, it will clarify lane boundaries, offer protection to cyclists, and make crossing safer for pedestrians along this busy commercial and commuter route.

Procurement History and Internal Controls
Work on this project was originally assigned under the City’s Job Order Contracting (JOC) program—an administrative procedure that allows pre-qualified contractors to perform quickturnaround repair and construction tasks up to pre-established price thresholds. However, during project execution, staff had issues with the selected contractor due their lack of responsiveness, so the construction contract was terminated.

To avoid delays and maintain steady progress on pedestrian safety upgrades, Public Works staff chose NEMA Construction from the City's On-Call Electrical List to finish the original JOC Program scope. The work covered electrical tasks at four intersections, including installation of new Rectangular Rapid Flashing Beacons, improved crosswalks, signage, and other enhancements. NEMA Construction completed the work on time and under budget.

Following the completion of engineering designs for additional traffic calming locations, City staff continued coordinating with NEMA Construction to perform the required work. However, because the majority of the remaining tasks involved general roadway construction rather than electrical work, they did not align with the scope of the City’s active on-call electrical contract under which NEMA was originally engaged. Consequently, NEMA Construction began and performed construction work before a specific, formal construction agreement was executed and before the City’s required procurement and contracting procedures were completed.

Although NEMA Construction completed work at most of these additional locations on schedule and under budget (with only one location remaining in progress), proceeding without a valid contract in place violated standard municipal procurement protocols. To prevent future unauthorized contracting and ensure all work is fully executed prior to the commencement of field work, Public Works has established updated internal controls for utilizing On-Call Contracts:

1. Procurement Policy Re-distribution: Public Works management has redistributed the City’s formal procurement policies to all department project managers.

2. Centralized On-Call Contractor Matrix: Administrative staff is developing a comprehensive, centralized on-call contractor reference list that explicitly links each vendor’s original solicitation scope, contractor proposal, and underlying contract terms to ensure task assignments strictly align with approved contract scopes.

3. Mandatory Notice to Proceed (NTP) Verification: Project managers are strictly prohibited from issuing informal or verbal work authorizations; work may only commence after administrative staff issues a formal written Notice to Proceed Work Authorization.
2625

July 28, 2026
Financial Analysis and Invoice Reconciliation
The requested contract amount of $236,258 represents the total full cost for all labor, equipment, and materials required to complete the final three work orders.

Although physical field construction is approximately 90 percent complete, the $236,258 financial obligation is split across two pending invoices:
 Invoice 1 ($136,258): Includes labor, equipment, site prep, concrete work, and sign/beacon installations completed for McBryde Ave (24th–27th St), Key Blvd & Barrett Ave, Carl Ave & Mariposa St.
 Invoice 2 ($100,000): Covers the procurement of custom thermoplastic striping materials, reflective paint, and the associated labor and equipment costs for the installation and layout along Cutting Boulevard in Point Richmond.

Sufficient funding for this expenditure is available in the approved Fiscal Year 2026–2027 Measure J Fund budget across the Neighborhood Safety and Access Program (Account String: 20236031-400653-23088) and the Point Richmond Bike Modifications Project (Account String: 20136031-400642-23081). No additional appropriation is required.

Because specialized high-durability striping materials account for a substantial portion of total project material expenses, the financial balance remains $100,000 for the work related to Cutting Boulevard in Point Richmond. Approval of this After-the-Fact construction agreement will satisfy these outstanding financial obligations and allow NEMA Construction to complete the final striping improvements on Cutting Boulevard, with all physical work concluding by September 2026. This milestone will officially close out the original traffic calming project.

Moving forward, City staff will implement future traffic calming sites using a programmatic approach managed under the Neighborhood Access and Safety Program.

POLICY SYNERGIES:

This action directly aligns with the following City Council Strategic Goals and Policies:
 Strategic Goal Area 4: Improve Community Safety: Supports traffic calming and pedestrian safety initiatives aimed at eliminating traffic-related injuries and fatalities.  Strategic Goal Area 5: Internal Infrastructure and Processes: Strengthens internal fiscal transparency and accountability by resolving procurement deficiencies through proper After-the-Fact documentation.

DOCUMENTS ATTACHED:

Attachment 1 – Resolution
Attachment 2 – Construction Agreement
2626
Reso. No. XX-26

RESOLUTION NO. __-__

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND,

CALIFORNIA, AUTHORIZING AN AFTER-THE-FACT CONSTRUCTION

AGREEMENT WITH NEMA CONSTRUCTION FOR THE TRAFFIC CALMING PROJECT IN AN AMOUNT NOT TO EXCEED $236,258
WHEREAS, the Traffic Calming Project, approved by City Council in November 15, 2022, consists of prioritized locations identified as part of the City's traffic calming program, encompassing traffic safety improvements at locations throughout the City, which were packaged and grouped into several distinct work orders to streamline construction; and WHEREAS, following the termination of a prior Job Order Contracting agreement due to contractor non-responsiveness, Public Works staff engaged NEMA Construction from the City’s On-Call Electrical List to complete assigned electrical related traffic safety locations, including the successful installation of Rectangular Rapid Flashing Beacons at four intersections along Carlson Boulevard on schedule and within budget; and
WHEREAS, as engineering designs for additional traffic calming sites were finalized, City staff authorized NEMA Construction to continue work for the remaining traffic calming locations; however, because the majority of the scope involved general roadway construction rather than electrical services, the tasks fell outside the active on-call electrical agreement, resulting in NEMA Construction commencing work prior to the execution of a formal stand-alone construction contract; and
WHEREAS, NEMA Construction has delivered high-quality work on schedule and within budget, successfully completing traffic safety enhancements at: (1) McBryde Avenue between 24th Street and 27th Street (speed radar feedback signs); (2) Key Boulevard and Barrett Avenue (community-requested crosswalk and curb-ramp modifications); and (3) Carl Avenue and Mariposa Street (lane delineators and speed signage), with only final thermoplastic striping along Cutting Boulevard in Point Richmond remaining in progress; and WHEREAS, NEMA Construction has submitted two pending invoices totaling $236,258, consisting of: (1) Invoice 1 for $136,258 for labor, equipment, site preparation, concrete work, and physical installations completed across McBryde Avenue, Key Boulevard & Barrett Avenue, and Carl Avenue & Mariposa Street; and will submit (2) Invoice 2 for $100,000 for specialized thermoplastic striping materials, reflective paint, and application labor for Cutting Boulevard in Point Richmond; and
WHEREAS, approval of an After-the-Fact construction agreement in an amount not to exceed $236,258 will satisfy outstanding payment obligations, allow for final roadway striping on Cutting Boulevard to conclude physical construction by September 2026, and officially close out the original Traffic Calming Project; and
WHEREAS, the Public Works Department has established enhanced internal controls— including procurement policy re-distribution to project managers, development of a centralized on-call contract matrix linking scopes and vendor proposals, and mandatory Notice to Proceed verification in MUNIS—to prevent future unauthorized or after-the-fact contracting; and WHEREAS, sufficient funding is available in the approved Fiscal Year 2026–2027 Measure J Fund budgets across the Neighborhood Safety and Access Program and the Point Richmond Bike Modifications Project accounts, and no additional appropriation is required.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Richmond that the City Council hereby approves an After-the-Fact construction agreement with NEMA Construction for the Traffic Calming Project in an amount not to exceed $236,258.

BE IT FURTHER RESOLVED that the total expenditure of $236,258 is hereby authorized from the approved Fiscal Year 2026–2027 Measure J Fund budgets in the Neighborhood Safety and Access Program (Account String: 20236031-400653-23088) and the Point Richmond Bike Modifications Project (Account String: 20136031-400642-23081). 2627
Reso. No. XX-26

BE IT FURTHER RESOLVED that the City Manager, or their designee, is authorized to execute the After-the-Fact construction agreement with NEMA Construction and any necessary amendments or administrative documents to implement this resolution. *********************
I certify that the foregoing resolution was passed and adopted by the City Council of the City of Richmond at a regular meeting thereof held July 28, 2026, by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

CLERK OF THE CITY OF RICHMOND
(SEAL)
Approved:

Mayor
Approved as to form:

City Attorney
State of California }
County of Contra Costa : ss.

City of Richmond }
2628
1 CONSTRUCTION AGREEMENT
This Construction Agreement (“Agreement”) is made and entered into this ____ day of ____, 2026, by and between the City of Richmond, a municipal corporation and charter city (“City”) and NEMA Construction (“Contractor”), with reference to the following facts. The parties may be referred to in this Agreement individually as “Party” and collectively as the “Parties.”

RECITALS
A. A. On November 15, 2022, the City Council approved and funded the Citywide Traffic Calming Project to construct critical pedestrian, bicyclist, and vehicular safety improvements across priority neighborhood corridors throughout the City of Richmond (the “Project”).

B. Contractor commenced construction work prior to the execution of a formal agreement to maintain vital project momentum; Contractor has successfully completed work at McBryde Avenue, Key Boulevard and Barrett Avenue, and Carl Avenue and Mariposa Street, with final thermoplastic striping remaining in progress along Cutting Boulevard in Point Richmond.

C. City now desires to enter into this After-the-Fact construction agreement with Contractor to formalize the contractual relationship, satisfy outstanding financial obligations for completed work and ordered materials, and provide for the completion of the remaining project work.

NOW, THEREFORE, in consideration of the promises and agreements hereinafter set forth, and intending to be bound hereby, the Parties agree as follows:

ARTICLE I

CONSTRUCTION OF PROJECT
Section 1.1 Contract Documents.

Project Specifications – including the Notice to Prospective Bidders, Invitation for Bids, Instructions to Bidders, Special Provisions, Description of Work, Construction Details (including all plans and specifications), and Proposal Package, along with any Requests for Information (RFI), responses to RFI, and addenda issued prior to the deadline for submitting bids [THIS

LIST MAY BE MODIFIED TO PROVIDE A MORE DETAILED DESCRIPTION OF THE DOCUMENTS FOR YOUR PROJECT – FOR EXAMPLE, YOU MAY SPECIFY THE NUMBER OF RFI/RESPONSES TO RFI THAT RE INCLUDED] – Contractor’s Proposal attached as Exhibit A, and this Agreement, constitute the “Contract Documents.” Section 1.2 Construction.
2629
2 Contractor shall furnish all labor, materials, methods, processes, implements, tools and machinery, within the time frames set, and do all the things necessary for the proper completion of the work shown and described in Contract Documents.

Section 1.3 Payments.

Contractor agrees to receive and accept the sums set forth in the Bid Schedule attached as part of the Proposal, as full compensation for furnishing all materials and doing all the work contemplated and required by this Agreement, and for all loss or damage arising out of the nature of the undertaking of the construction of the Project, or from the acts of the elements, or from any unforeseen difficulties or obstructions which may arise or be encountered in the prosecution of the construction of the Project until its completion and acceptance by the City, and for all expenses incurred by or in consequence of the suspension or discontinuance of the construction of the Project, and for well and faithfully performing the construction of the Project and the whole thereof, in the manner and according to the Contract Documents.

Section 1.4 Discovery of Hazardous Waste or Unusual Conditions. (a) Promptly and before the following conditions are disturbed, the Contractor shall notify the City in writing of any:
(1) Material that the Contractor believes may be hazardous waste, as defined in Section 25117 of the Health and Safety Code, that is required to be removed to a Class I, Class II, or Class III disposal site in accordance with provisions of existing law.
(2) Subsurface or latent physical conditions at the site differing from those indicated by information about the site made available to bidders prior to the deadline for submitting bids.
(3) Unknown physical conditions at the site of any unusual nature, different materially from those ordinarily encountered and generally recognized as inherent in work of the character provided for in this Agreement. (b) The City shall promptly investigate the conditions, and if it finds that the conditions do materially so differ, or do involve hazardous waste, and cause a decrease or increase in the Contractor's cost of, or the time required for, performance of any part of the work shall issue a Change Order under the procedures described in this Agreement. (c) In the event that a dispute arises between the City and the Contractor whether the conditions materially differ, or involve hazardous waste, or cause a decrease or increase in the Contractor's cost of, or time required for, performance of any part of the work, the Contractor shall not be excused from any scheduled completion date provided for by this Agreement, but shall proceed with all work to be performed under this Agreement. The Contractor shall retain any and all rights provided either by contract or by law which pertain to the resolution of disputes and protests between the Parties.

Section 1.5 Laws and Regulations.
2630
3 (a) The Project work shall proceed only after procurement of each permit, license, or other authorization that may be required by any governmental agency having jurisdiction, and Contractor shall be responsible to the City for the procurement and maintenance thereof. (b) Contractor shall cause all work performed in connection with construction of the Project to be performed in compliance with (i) all applicable laws, ordinances, rules and regulations now in force or that may be enacted hereafter; (ii) all conditions of Project approval and mitigation measures included in any adopted or certified environmental document prepared for the Project; and (iii) all directions, rules and regulations of any fire marshal, health officer, building inspector, or other officer of every governmental agency now having or hereafter acquiring jurisdiction, provided that such direction given during construction does not conflict with conditions of Project approval or mitigation measures. (c) Contractor shall and shall cause its subcontractors to pay prevailing wages in the construction of the Project as those wages are determined pursuant to Labor Code Sections 1720 et seq., and implementing regulations of the Department of Industrial Relations, and to comply with all other applicable federal, State and local laws, regulations and ordinances pertaining to labor standards insofar as those laws, regulations and ordinances apply to the performance of this Agreement, including any applicable City of Richmond employment requirements, including but not limited to the City's Living Wage Ordinance (Richmond Municipal Code Chapter 2.60), the City's Business Opportunity Ordinance (Richmond Municipal Code Chapter 2.50), and the City's Local Employment Program Ordinance (Richmond Municipal Code Chapter 2.56). During the construction of the Project, Contractor shall post at the construction site the applicable prevailing rates of per diem wages. Contractor shall indemnify, hold harmless and defend, (with counsel reasonably acceptable to the City) the City against any claims for damages, compensation, fines, penalties or other amounts arising out of failure or alleged failure of any person or entity (including Contractor and its subcontractors) to pay prevailing wages in connection with construction of the Project. This Section 1.5(c) shall survive the termination of this Agreement. (d) Contractor and all subcontractors shall maintain accurate payroll records showing the name, address, social security number, work classification, straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker and others employed on the Project. Each payroll record shall contain or be verified by a written declaration made under penalty of perjury, stating both of the following: (1) the information contained in the payroll record is true and correct, and (2) the employer has complied with the requirements of Labor Code Section 1771 (prevailing wage provisions), Section 1811 (eight-hour day, forty-hour week provisions), and Section 1815 (overtime compensation) for any work performed by his or her employees on the Project. The Contractor shall provide certified payroll records to the City each week, no later than ten (10) days after the end of a weekly pay period. Pay records shall be maintained and made available in accordance with Labor Code Section 1776. In addition, Contractor shall and shall cause its subcontractors promptly to deliver to the City, upon request, documents verifying compliance with the Living Wage Ordinance, which include documents which evidence that each affected employee has been notified regarding the wages required to be paid pursuant to the Living Wage Ordinance. 2631
4 Such wages shall also be posted at the construction site. This Section 1.5(d) shall survive the termination of this Agreement.

Section 1.6 Inspections.

Contractor shall permit and facilitate, and shall require its subcontractors to permit and facilitate, observation and inspection of the Project by the City and by public authorities at all times for the purposes of determining compliance with this Agreement and permits issued to perform the Project work. In so doing, Contractor shall provide access for testing and inspections. Contractor shall coordinate and schedule all testing and inspections required on the Project with the required advance notice as defined in the Project Specifications.

Section 1.7 Equal Opportunity.
(a) During the construction of the Project there shall be no discrimination on the basis of race, color, creed, religion, age, sex, sexual orientation, marital status, national origin, ancestry, or disability in the hiring, firing, promoting, or demoting of any person engaged in the construction work.
(b) In addition, Contractor agrees to observe the provisions of Section 2.28.030 of the Richmond Municipal Code, obligating Contractor and its subcontractors to refrain from discriminatory employment or subcontracting practices on the basis of race, color, sex, sexual orientation, religion, creed, national origin or ancestry of any employee, any applicant for employment or any potential subcontractor.

Section 1.8 Working Hours.

Eight hours of labor is a legal day’s work. Any worker’s time of service is restricted to eight hours during any calendar day, and 40 hours during a calendar week, unless overtime compensation is paid at not less than one and one-half times the basic rate of pay. The Contractor shall be assessed a penalty of twenty-five dollars ($25) for each day a worker is employed in violation of these requirements.

Section 1.9 Insurance and Bond Requirements.
(a) In accordance with California Labor Code Section 3700, Contractor must secure Workers’ Compensation coverage for its employees. Prior to performing any work, Contractor must execute a certification in the form set out at California Labor Code Section 1861. (b) Contractor shall submit to the City evidence of the insurance and payment and performance bond coverage meeting the requirements set forth in the Project Specifications. Proof of insurance and bonding related to the construction of the Project shall be provided to the City not more than (10) days after award of the contract. The City shall review and approve or disapprove of 2632
5 the evidence of insurance within twenty (20) days after submittal of complete information in the form required by the City. If the City disapproves the evidence of insurance, it shall specify in writing the reasons for such disapproval. Contractor shall resubmit the information required within ten (10) days. The review and submittal periods for resubmittals shall be reduced to a ten (10) day review period for the City and a five (5) day period for resubmittal by Contractor and shall continue to apply until the City approves the evidence of insurance coverage, but in no event shall the submittal and review period continue for more than forty-five (45) days. If, after forty-five (45) days the Contractor has not provided evidence of insurance and bond coverage meeting the requirements of the City, the City shall terminate the contract and may either award the work to the next lowest responsive responsible bidder or issue a new request for bids. (If the City issues a new request for bids, the Contractor shall be disqualified from re-bidding the work because of the failure to provide timely proof of insurance and/or bond coverage.) No work shall be initiated on the Project prior to Contractor's receipt of the City's approval of evidence of insurance coverage related to the construction of the Project.
(c) Contractor shall have furnished the City with evidence of the insurance coverage meeting the insurance requirements set forth in Project Specifications for each subcontractor prior to initiating any work on the Project, including Builder's Risk insurance with appropriate coverage for the cost of construction. The periods for submittal, review and approval shall apply as stated in subparagraph (b) above.
(d) The Parties agree that notwithstanding the time requirements set forth in this subsection for submittal and resubmittal to the City by the Contractor of the evidence of insurance and review and approval of the evidence of insurance by the City, Contractor is responsible for ensuring that the evidence of insurance in approvable form is submitted to the City in a timely manner.

Section 1.10 Security In Lieu of Retention.
(a) The City shall retain five percent (5%) of the sum requested in each progress payment unless the Contractor elects to invoke the procedures set forth at California Public Contract Code 22300 to substitute securities to ensure performance under the contract.

1. At the request and the expense of the Contractor, securities equivalent to the amount withheld shall be deposited with the City, or with a state or federally chartered bank in the state as escrow agent, who shall then pay the retained funds to the Contractor. Upon satisfactory completion of the contract, the securities shall be returned to the Contractor.

2. Alternatively, the Contractor may request and the City shall make payment of retentions earned directly to the escrow agent at the expense of the Contractor. At the expense of the Contractor, the Contractor may direct the investment of the payments into securities and the Contractor shall receive the interest earned on the investments upon the same terms provided for in Public Contract Code 22300 for securities deposited by the Contractor. Upon satisfactory completion of this Agreement, the Contractor shall receive from the escrow agent all securities, interest, and payments received by the escrow agent from the owner, pursuant to the terms of this section.
2633
6 (b) If the Contractor chooses to place securities in escrow, the escrow agreement to be used shall be substantially similar to the following form:

ESCROW AGREEMENT FOR SECURITY DEPOSITS IN LIEU OF RETENTION This Escrow Agreement is made and entered into by and between _________________________________________________ whose address is ________________________________ hereinafter called "Owner," ___________ whose address is ________________________________ hereinafter called "Contractor" and ___________ whose address is ________________________________ hereinafter called "Escrow Agent."
For the consideration hereinafter set forth, the Owner, Contractor, and Escrow Agent agree as follows:
(1) Pursuant to Section 22300 of the Public Contract Code of the State of California, Contractor has the option to deposit securities with Escrow Agent as a substitute for retention earnings required to be withheld by Owner pursuant to the Construction Contract entered into between the Owner and Contractor for ____ in the amount of ____ dated ____ (hereinafter referred to as the "Contract"). Alternatively, on written request of the Contractor, the Owner shall make payments of the retention earnings directly to the Escrow Agent. When the Contractor deposits the securities as a substitute for Contract earnings, the Escrow Agent shall notify the Owner within 10 days of the deposit. The market value of the securities at the time of the substitution shall be at least equal to the cash amount then required to be withheld as retention under the terms of the Contract between the Owner and Contractor. Securities shall be held in the name of ____, and shall designate the Contractor as the beneficial owner. (2) The Owner shall make progress payments to the Contractor for those funds which otherwise would be withheld from progress payments pursuant to the Contract provisions, provided that the Escrow Agent holds securities in the form and amount specified above. (3) When the Owner makes payment of retentions earned directly to the Escrow Agent, the Escrow Agent shall hold them for the benefit of the Contractor until the time that the escrow created under this contract is terminated. The Contractor may direct the investment of the payments into securities. All terms and conditions of this agreement and the rights and responsibilities of the parties shall be equally applicable and binding when the Owner pays the Escrow Agent directly.
(4) Contractor shall be responsible for paying all fees for the expenses incurred by Escrow Agent in administering the Escrow Account and all expenses of the Owner. These expenses and payment terms shall be determined by the Owner, Contractor, and Escrow Agent. (5) The interest earned on the securities or the money market accounts held in escrow and all interest earned on that interest shall be for the sole account of Contractor and shall be subject to withdrawal by Contractor at any time and from time to time without notice to the Owner. (6) Contractor shall have the right to withdraw all or any part of the principal in the Escrow Account only by written notice to Escrow Agent accompanied by written authorization from the Owner to the Escrow Agent that Owner consents to the withdrawal of the amount sought to be withdrawn by Contractor.
(7) The Owner shall have a right to draw upon the securities in the event of default by the Contractor. Upon seven days' written notice to the Escrow Agent from the Owner of the default, 2634
7 the Escrow Agent shall immediately convert the securities to cash and shall distribute the cash as instructed by the Owner.
(8) Upon receipt of written notification from the Owner certifying that the Contract is final and complete, and that the Contractor has complied with all requirements and procedures applicable to the Contract, Escrow Agent shall release to Contractor all securities and interest on deposit less escrow fees and charges of the Escrow Account. The escrow shall be closed immediately upon disbursement of all moneys and securities on deposit and payments of fees and charges. (9) Escrow Agent shall rely on the written notifications from the Owner and the Contractor pursuant to Sections (5) to (8), inclusive, of this Agreement and the Owner and Contractor shall hold Escrow Agent harmless from Escrow Agent's release and disbursement of the securities and interest as set forth above.
(10) The names of the persons who are authorized to give written notice or to receive written notice on behalf of the Owner and on behalf of Contractor in connection with the foregoing, and exemplars of their respective signatures are as follows:

On behalf of Owner: On behalf of Contractor:
_______________________ _________________________
Title Title
_______________________ _________________________
Name Name
_____________________ _________________________
Signature Signature
_______________________ _________________________
Address Address
On behalf of Escrow Agent:
_______________________
Title
_______________________
Name
_______________________
Signature
_______________________
Address
At the time the Escrow Account is opened, the Owner and Contractor shall deliver to the Escrow Agent a fully executed counterpart of this Agreement.

IN WITNESS WHEREOF, the parties have executed this Agreement by their proper officers on the date first set forth above.

Owner Contractor
________________________ _________________________
Title Title
________________________ _________________________
Name Name
________________________ _________________________
Signature Signature
2635
8 ARTICLE II

DEFAULT AND REMEDIES

2.1 Events of Default.

In addition the remedies set forth in Section 2.2, below, in the event of default the Department Head reserves the right to stop work immediately if any action or inaction by the Contractor or any subcontractor creates a risk of imminent harm to the public or property.

Each of the following shall constitute a "Default" by Contractor under this Agreement:
(a) Breach of Covenants. Failure by Contractor or any subcontractor to duly perform, comply with, or observe any of the conditions, terms, or covenants of any of the Contract Documents. The City shall give Contractor written notice of the breach and specify a time in which to cure the breach. If the Contractor cures the breach within the time specified in the notice or, if the breach cannot be cured in the time specified but the Contractor has diligently pursued measures to cure the breach and to keep the City informed of its progress, then the breach shall not constitute a default provided that the breach is cured within thirty (30) days from the date of the City’s last notice and demand to cure.
(b) Disregard of Laws. Disregard of laws, rules, regulations, directions or instructions of City by Contractor or any subcontractor with respect to the performance of work. (c) Insolvency. A court having jurisdiction shall have made or entered any decree or order (i) adjudging Contractor to be bankrupt or insolvent, (ii) approving as properly filed a petition seeking reorganization of Contractor or seeking any arrangement for Contractor under the bankruptcy law or any other applicable debtor's relief law or statute of the United States or any state or other jurisdiction, (iii) appointing a receiver, trustee, liquidator, or assignee of Contractor in bankruptcy or insolvency or for any of their properties, (iv) directing the winding up or liquidation of Contractor if any such decree or order described in clauses (i) to (iv), inclusive, shall have continued unstayed or undischarged for a period of ninety (90) days; or (v) Contractor shall have admitted in writing its inability to pay its debts as they fall due or shall have voluntarily submitted to or filed a petition seeking any decree or order of the nature described in clauses (i) to (iv), inclusive.
(d) Suspension; Termination. Contractor shall have voluntarily suspended its business, or shall have voluntarily or involuntarily lost or terminated one or more of the licenses required to perform the work.
(e) Liens on Property and the Development. There shall be filed any claim of lien (other than liens approved in writing by the City) against the Project or the construction site or any part thereof, or any interest or right made appurtenant thereto and the continued maintenance of said claim of lien for a period of twenty (20) days without discharge or satisfaction thereof or 2636
9 provision therefore (including, without limitation, the posting of bonds) satisfactory to the City.

2.2 Remedies.

The occurrence of any Default hereunder following the expiration of all applicable notice and cure periods will, either at the option of the City or automatically where so specified, relieve the City of any obligation to make or continue payments and shall give the City the right to proceed with any and all remedies set forth in the Contract Documents, including but not limited to the following:
(a) Specific Performance. The City shall have the right to mandamus or other suit, action or proceeding at law or in equity to require Contractor to perform its obligations and covenants under this Agreement or to enjoin acts on things which may be unlawful or in violation of the provisions of this Agreement.
(b) Right of Contest. Contractor shall have the right to contest in good faith any claim, demand, levy, or assessment the assertion of which would constitute a Default hereunder.

Any such contest shall be prosecuted diligently and in a manner unprejudicial to the City or the rights of the City hereunder.
(c) Remedies Cumulative. No right, power, or remedy given to the City by the terms of the Contract Documents is intended to be exclusive of any other right, power, or remedy; and each and every such right, power, or remedy shall be cumulative and in addition to every other right, power, or remedy given to the City by the terms of any such instrument, or by any statute or otherwise against Contractor and any other person. Neither the failure nor any delay on the part of the City to exercise any such rights and remedies shall operate as a waiver thereof, nor shall any single or partial exercise by the City of any such right or remedy preclude any other or further exercise of such right or remedy, or any other right or remedy.

2.3 Waiver of Damages.

Contractor, in having tendered the Proposal, shall be deemed to have waived any and all claims for damages because of termination of this Agreement for any reason. Contractor shall not be entitled to any lost profit in the event of termination.

ARTICLE III

GENERAL PROVISIONS
Section 3.1 Relationship of Parties.

Nothing contained in this Agreement shall be interpreted or understood by any of the Parties, or by any third persons, as creating the relationship of employer and employee, principal and agent, limited or general partnership, or joint venture between the City and Contractor or its agents, employees or subcontractors, and Contractor shall at all times be deemed an independent contractor and shall be wholly responsible for the manner in which it or its agents, or both, 2637
10 perform the services required of it by the terms of this Agreement. Contractor has and retains the right to exercise full control of employment, direction, compensation, and discharge of all persons assisting in the performance of services under the Agreement. In regards to the construction of the Project, Contractor shall be solely responsible for all matters relating to payment of its employees, including compliance with Social Security, withholding, and all other laws and regulations governing such matters, and shall include requirements in each contract that subcontractors shall be solely responsible for similar matters relating to their employees.

Contractor shall be solely responsible for its own acts and those of its agents and employees.

Section 3.2 Change Orders.
(a) Changes affecting the time of performance, unit pricing, or total contract price shall be set forth in a written Change Order that shall specify:

1. The work performed in connection with the change to be made;

2. The amount of the adjustment to the Payment Limit, if any, and the basis for compensation for the work ordered; which adjustment may be a negotiated lump sum amount, agreed unit price, or paid under Section 9-1.04 “Force Account” of the 2010 State of California Department of Transportation Standard Specifications; and

3. The amount of time to be adjusted in the schedule for performance, if any. (b) A Change Order will become effective when signed by the Department Head, or his or her representative, notwithstanding that Contractor has not signed it. A Change Order will become effective without Contractor’s signature, provided the Department Head or his or her representative so indicates by noting thereon “unilateral change order.” (c) All changes in any plans and specification approved by any authority with jurisdiction over the Project may also require addenda or change orders approved by that authority.
(d) Where the City requests, a performance bond rider covering the changed work must be executed and delivered to the City before proceeding with the changed work, or shortly in time thereafter.
(e) The Department Head or his or her representative has the authority to approve Change Orders with a cumulative dollar value of up to ten percent (10%) of the contract price.

Section 3.3 Claims By Contractor.
(a) No Third-Party Claims. Nothing contained in this Agreement shall create or justify any claim against the City by any person that Contractor may have employed or with whom Contractor may have contracted relative to the purchase of materials, supplies or equipment, or the furnishing or the performance of any work or services with respect to the construction of the Project, and Contractor shall include similar requirements in any contracts entered into for the construction of the Project.
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11 (b) Obligation to File Claims for Disputed Work. Should it appear to the Contractor that the work to be performed or any of the matters relative to the Contract Documents are not satisfactorily detailed or explained therein, or should any questions arise as to the meaning or intent of the Contract Documents, or should any dispute arise regarding the true value of any work performed, work omitted, extra work that the Contractor may be required to perform, time extensions, payment to the Contractor during performance of the work, construction of the Project, and/or compliance with procedures or standards set forth in the Contract Documents, or should Contractor otherwise seek extra time or compensation FOR ANY REASON WHATSOEVER, then Contractor shall first follow the procedures set forth in this Agreement, including but not limited to Section 3.2, “Change Orders.” If a dispute remains, then Contractor shall give written notice to the City that expressly invokes this Section 3.3 and requests a determination of the issue. City shall decide the issue in writing within 15 days; City’s decision shall be final and the limitations period for the filing of a claim shall commence upon the City’s issuance of its decision. If Contractor disagrees with City’s decision, or if Contractor contends that City failed to provide a timely decision, then Contractor’s SOLE AND EXCLUSIVE REMEDY is to file a written claim setting forth Contractor’s position as required herein.
(c) Form and Contents of Claim. The Claim shall be submitted to the City within thirty (30) days of receiving the City’s written decision regarding the dispute, or the date the Contractor contends such decision was due, and in no event later than the date of final payment.

Contractor’s written claim must identify itself as a “Claim” under this Section 3.3 and must include the following: (1) a narrative of pertinent events; (2) citation to contract provisions; (3) theory of entitlement; (4) complete pricing of all cost impacts; (5) a time impact analysis of all time delays that shows actual time impact on the critical path; (6) documentation supporting items 1 – 5; and (7) verification under penalty of perjury of the claim’s accuracy. The Claim shall be priced like a Change Order, and must be updated every thirty (30) days as to cost and entitlement if it remains a continuing Claim. Routine contract materials, for example, correspondence, RFI, Change Order requests, or payment requests shall not constitute a Claim.

Contractor shall bear all costs incurred in preparation, submittal, and administration of a Claim. (d) Administration After Claim Submittal.

1. City may render a final decision based solely on the materials submitted in support of the Claim or may in its sole discretion conduct an administrative hearing on the Claim, in which case Contractor shall appear, participate, answer inquiries, and present any further evidence or analysis requested by City. Should City take no action on the Claim within forty-five (45) days (if the Claim is for less than $50,000) or within sixty (60) days (if the Claim is for $50,000 or more) of submittal, it shall be deemed denied.

2. Notwithstanding and pending the resolution of any Claim or dispute, Contractor shall diligently perform the disputed work to final completion in accordance with the City’s direction.

3. After their submittal, claims less than $375,000 shall also be subject to Section 20104 of the Local Agency Public Construction Act.
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12 (e) Compliance

1. The provisions of this Section 3.3 constitute a non-judicial claim settlement procedure that, pursuant to California Government Code Section 930.2, shall constitute a condition precedent to the submittal of a valid claim under the California Government Code. Any Government Code claims alleging disputed work must affirmatively indicate prior compliance with this Section 3.3. In accordance with Richmond Municipal Code Section 1.10.010(b), all Government Code claims must be presented no later than the 100th day after the earlier of (i) the date the City actively or passively denied the Claim, or (ii) substantial completion or termination of the contract.

2. Failure to submit and administer Claims as required in Section 3.3 shall waive Contractor’s right to compensation for any disputed work not included in a timely Claim. Disputes not raised in a timely protest and timely Claim submitted under this Section 3.3 may not be asserted in any subsequent Government Code claim, administrative hearing, or civil action.

3. City shall not be deemed to waive any provision under this Section 3.3 if, at City’s sole discretion, a Claim is administered in a manner not in accord with this Section 3.3. Waivers or modifications of this Section 3.3 may only be made by signed Change Order approved as to form by legal counsel for both City and Contractor. Oral or implied modifications shall be of no force or effect.

Section 3.4 Indemnification.
(a) To the fullest extent permissible by law, Contractor shall indemnify, defend, and hold harmless, and require its subcontractors to defend, indemnify and hold harmless, the City, its elected and appointed officials, and all of its employees, volunteers and agents (the "Indemnified Parties"), from all liability, penalties, costs, losses, damages, expenses, causes of action, claims or judgments, including attorney's fees and other defense costs (collectively, "Claims"), resulting from injury to or death sustained by any person (including Contractor’s or any subcontractors' employees), or damage to property of any kind, or any other injury or damage whatsoever, which Claims arise out of or are in any way connected with the construction of the Project, regardless of Contractor's fault or negligence; provided, however, that Contractor's, and Contractor's subcontractors' indemnity obligations hereunder shall not apply to the extent any Claims are caused by the active negligence or willful act or omission of an Indemnified Party. The indemnification obligations of Contractor and its subcontractors shall extend to Claims asserted after termination of this Agreement for whatever reason. (b) In Claims against any person or entity indemnified under Section 3.4(a) above by an employee of Contractor or its subcontractors, anyone directly or indirectly employed by any one of them or anyone for whose acts one of them may be liable, the indemnification obligation under Section 3.4(a) above shall not be limited by a limitation on amount or type of damages, compensation of benefits payable under workers' compensation acts, disability benefit acts or other employee benefit acts.
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13 Section 3.5 Non-Liability of City Officials, Employees and Agents.

No member, official, employee or agent of the City shall be personally liable to Contractor in the event of any default or breach by the City or for any amount which may become due to Contractor or its successor or on any obligation under the terms of this Agreement.

Section 3.6 No Third Party Beneficiaries.

There shall be no third party beneficiaries to this Agreement.

Section 3.7 Conflict of Interest.
(a) Except for approved eligible administrative or personnel costs, no person described in Section 3.7(b) below who exercises or has exercised any functions or responsibilities with respect to the activities funded pursuant to this Agreement or who is in a position to participate in a decision-making process or gain inside information with regard to such activities, may obtain a personal or financial interest or benefit from the activity, or have an interest in any contract, subcontract or agreement with respect thereto, or the proceeds thereunder, either for themselves or those with whom they have family or business ties, during, or at any time after, such person's tenure. Contractor shall exercise due diligence to ensure that the prohibition in this Section 3.7(a) is followed.
(b) The conflict of interest provisions of Section 3.7(a) above apply to any person who is an employee, agent, consultant, officer, or elected or appointed official of the City of Richmond, and any immediate family member or dependent of such person.

Section 3.8 Notices, Demands and Communications.

If at any time after the execution of this Agreement it shall become necessary or convenient for one of the Parties hereto to serve any notice, demand or communication upon the other Party, such notice, demand or communication shall be in writing and shall be served personally or by depositing the same in the registered United States mail, return receipt requested, postage prepaid or delivered by express delivery service, return receipt requested and (1) if intended for the City shall be addressed to:

City of Richmond
450 Civic Center Plaza
Richmond, California 94804
Attention: XXXX
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14 With copy to:

City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
Attention: City Attorney
(2) if intended for Contractor shall be addressed to:

XXXX
XXXX
XXXX
Attn: XXXX
Any notice, demand or communication shall be deemed given, received, made or communicated on the date personal delivery is affected or, if mailed in the manner herein specified, on the delivery date or date delivery is refused by the addressee, as shown on the return receipt. Any Party may change its address at any time by giving written notice of such change at least ten (10) days prior to the date such change is desired to be effective.

Section 3.9 Applicable Law.

This Agreement shall be governed by California law. This Agreement is made in Contra Costa County, California, and any action relating to this Agreement shall be instituted and prosecuted in the courts of Contra Costa County, California.

Section 3.10 Parties Bound.

Except as otherwise limited herein, the provisions of this Agreement shall be binding upon and inure to the benefit of the Parties and their heirs, executors, administrators, legal representatives, successors, and assigns. Any reference in this Agreement to a specifically named Party shall be deemed to apply to any successor, heir, administrator, executor, successor, or assign of such Party who has acquired an interest in compliance with the terms of this Agreement or under law. This Agreement shall be binding upon and inure to the benefit of the heirs, administrators, executors, successors in interest, and assigns of each of the Parties.

Section 3.11 Severability.

If any term of this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remainder of the provisions shall continue in full force and effect unless the rights and obligations of the Parties have been materially altered or abridged by such invalidation, voiding or unenforceability.

Section 3.12 Force Majeure.

Performance by either Party shall not be deemed to be in default when delays in performance are due to war, insurrection, strikes, lock-outs, riots, floods, earthquakes, fires, 2642
15 quarantine restrictions, freight embargoes, or court order, or any other similar causes (other than lack of funds of Contractor) beyond the control or without the fault of the Party claiming an extension of time to perform (“Force-Majeure Delays”). In no event shall any extension of any period of time be deemed to have occurred unless the Party claiming the Force-Majeure Delay gives written notice to the other Party within ten (10) days following the commencement of any such delay, setting forth the facts giving rise to the Force-Majeure Delay request, the expected duration of the delay, and the steps the Party intends to take to minimize the Delay. During the Force-Majeure Delay, the Party whose performance is delayed shall keep the other Party reasonably informed of the situation and the steps taken by such Party to continue performance and minimize delay. After the Force-Majeure Delay is over, the Parties shall in good faith jointly prepare an accurate written record of the circumstances giving rise to delay, specifying the commencement date and duration of the Force-Majeure Delay and the cause thereof, which record shall be signed by each Party to confirm agreement with respect to its content. In no event shall the City be required to agree to cumulative Force-Majeure Delays in excess of sixty (60) days unless the City is the cause of such delay. In the event that the parties cannot agree upon a record of the circumstances giving rise to the Force-Majeure Delay, the procedures set forth in Section 3.3 of this Agreement shall apply.

Section 3.13 Waivers.

Any waiver by the City of any obligation or condition in this Agreement must be in writing. No waiver will be implied from any delay or failure by the City to take action on any breach or default of Contractor or to pursue any remedy allowed under this Agreement or applicable law. Any extension of time granted to Contractor to perform any obligation under this Agreement shall not operate as a waiver or release from any of its obligations under this Agreement. Consent by the City to any act or omission by Contractor shall not be construed to be consent to any other or subsequent act or omission or to waive the requirement for the City's written consent to future waivers.

Section 3.14 Title of Parts and Sections.

Any titles of the sections or subsections of this Agreement are inserted for convenience of reference only and shall be disregarded in interpreting any part of the Agreement's provisions.

Section 3.15 Entire Understanding of the Parties.

The Contract Documents – along with any written change orders and dispute determinations that may be issued by the City in the course of performance – shall constitute the entire understanding and agreement of the Parties with respect to construction of the Project.

The Contract Documents, written change orders (if any), and dispute determinations (if any) are deemed complementary and should be interpreted together.

Section 3.16 Multiple Originals; Counterpart.

This Agreement may be executed in multiple originals, each of which is deemed to be an original, and may be signed in counterparts. A facsimile or electronic signature to this Agreement shall be as valid as an ink signed original.
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16 WHEREAS, this Agreement has been entered into by the undersigned as of the date first above written.

Reviewed By:
_______________________________
City Attorney
ATTEST:
_______________________________
City Clerk
CITY:

CITY OF RICHMOND, a municipal corporation and
charter city
By: _________________________________
Name: _________________________________
Its: __________________________________
CONTRACTOR:

By: _________________________________
Name: _________________________________
Its: _________________________________
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17 Exhibit A
Proposal
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18 2646
19 2647
20 2648
21 2649
22 2650

July 28, 2026
July 28, 2026
Public Works
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Daniel Chavarria, PE, Director of Public Works
Tawfic Halaby, PE, Deputy Public Works Director
Bradley Harms, Environmental Manager
Subject: Contract with Oldcastle Infrastructure, Inc. for Hydrodynamic Separator Maintenance Services
FINANCIAL IMPACT: The proposed $100,000 expenditure will be funded through the Storm Water Fund and includes a 20 percent
contingency. The contract amount covers routine
semiannual maintenance of the City’s five hydrodynamic
separator units and additional City-authorized work that may be required due to storm events, changing field
conditions, or regulatory directives. City staff will confirm that sufficient funding is available within the approved Fiscal Year 2026-2027 budget prior to contract execution (Account String: 40623431-400201).

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

The City's Hydrodynamic Separator (HDS) units are
underground stormwater treatment devices that capture
trash, sediment, debris, and other pollutants before
stormwater is discharged to local waterways. These
devices require routine maintenance to continue
operating effectively.

The City did not achieve the Municipal Regional
Stormwater Permit requirement to reduce trash
discharges by 100 percent by June 30, 2025, and is
currently operating under a cease-and-desist order
AGENDA
REPORT
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July 28, 2026
issued by the San Francisco Bay Regional Water Quality
Control Board. Continued maintenance of the City's HDS
units is an important component of the City's ongoing
trash reduction efforts. Consequently, City Council
approval of the contract is needed to support mitigation efforts.

RECOMMENDED ACTION: ADOPT a resolution to APPROVE a contract with Oldcastle Infrastructure, Inc. for routine and as-needed hydrodynamic separator maintenance services in an
amount not to exceed $100,000, for a term of July 7,
2026, through July 6, 2027, with two one-year extension options, and AUTHORIZE the City Manager, or designee,
to execute related documents necessary to implement
the contract — Public Works (Bradley Harms 510-307-
8094/Tawfic Halaby 510-620-5482).

DISCUSSION:

Background
The City of Richmond is regulated under the Municipal Regional Stormwater Permit, which requires cities throughout the San Francisco Bay Area to reduce the amount of trash discharged from municipal storm drain systems.

The permit required the City to achieve a 100 percent reduction in trash discharged from the storm drain system by June 30, 2025. The City did not meet that deadline. As a result, the San Francisco Bay Regional Water Quality Control Board issued a Ceaseand-Desist Order requiring the City to continue implementing trash reduction measures and achieve full compliance by June 30, 2030.

Hydrodynamic Separator units are one of the City’s primary trash reduction measures.

These underground treatment devices capture trash, sediment, debris, and floatable material before stormwater is discharged into local waterways.

The City currently owns five Hydrodynamic Separator units that require routine maintenance to remain effective.

Proposed Contract
To maintain these facilities, the Public Works Department issued a Request for Proposals for Hydrodynamic Separator maintenance services (Attachment 1).

The City received one proposal in response to the Request for Proposals. City staff reviewed the proposal submitted by Oldcastle Infrastructure and determined that it met the requirements of the solicitation and that Oldcastle Infrastructure is qualified to perform the required services (Attachment 2).
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July 28, 2026
Oldcastle Infrastructure’s proposal includes routine maintenance of all five Hydrodynamic Separator locations at a cost of $42,500. The proposal also includes pricing for additional on-demand cleaning, additional traffic control, and non-routine labor when authorized by the City.

The agreement provides for (Attachment 3):
 Routine cleaning of all five Hydrodynamic Separator units two times each year;  Additional on-demand cleaning when authorized by the City;  Removal, transportation, and lawful disposal of collected debris and sediment;  Traffic control necessary to safely perform the work;  Documentation of completed maintenance; and
 All labor, equipment, materials, and incidentals necessary to perform the services.

The contract is proposed for an initial term of one year, with the option for the City Manager to extend the agreement for up to two additional one-year terms, subject to satisfactory contractor performance, continued regulatory need, and the availability of funding.

Analysis
Hydrodynamic Separator units only function effectively when they are cleaned on a regular basis. As trash and sediment accumulate inside the units, their storage capacity is reduced and pollutants may bypass the treatment system during storm events.

Routine maintenance helps preserve the effectiveness of the City’s trash capture infrastructure and supports continued compliance with the Municipal Regional Stormwater Permit and the Regional Water Board’s Cease and Desist Order.

The proposed contract also includes an allowance for additional City-authorized maintenance beyond the routine semiannual cleaning schedule. This provides flexibility to respond to storm events, unexpected field conditions, inspections, or additional maintenance required by the San Francisco Bay Regional Water Quality Control Board without requiring a separate procurement, provided all work remains within the approved not-to-exceed contract amount.

If the City Council does not approve the contract, the City would need to rely on existing City staff resources or separate procurements to perform maintenance. This could delay cleaning activities, reduce the effectiveness of the Hydrodynamic Separator units, and negatively affect the City’s ongoing trash reduction efforts.

Conclusion
Approval of the proposed contract will provide routine and as-needed maintenance for the City’s five Hydrodynamic Separator units and support continued implementation of the City’s stormwater trash reduction program.
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July 28, 2026
City staff recommend adoption of the attached resolution authorizing the City Manager, or designee, to execute the contract with Oldcastle Infrastructure, Inc. for a one-year term, with two one-year extension options, in an amount not to exceed $100,000 (two cleanings plus 20 percent contingency), subject to approval as to form by the City Attorney (Attachment 4).

DOCUMENTS ATTACHED:

Attachment 1 – Request for Proposals for Hydrodynamic Separator Maintenance Services
Attachment 2 – Oldcastle Infrastructure Proposal, Qualifications, Methodology, References, and Payment Proposal
Attachment 3 – Proposed Contract
Attachment 4 – Resolution
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Request for Proposals
Routine and On-Demand Maintenance Services for Hydrodynamic Separator (HDS) Trash Capture Devices
Release Date: May 18, 2026
Deadline for Submittal: 3:00 p.m., local time, on June 12, 2026.

City of Richmond
Public Works Department
Water Resource Recovery Division
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INTRODUCTION
The City of Richmond (“City”) is requesting proposals from qualified contractors to provide routine and on-demand maintenance services for Hydrodynamic Separator (HDS) trash capture devices within the City’s stormwater system.

This Request for Proposals (RFP) describes the project, required scope of services, contractor selection process, and the minimum information that must be included in the bid. Failure to submit information in accordance with the RFP requirements and procedures may result in disqualification.

The anticipated term of this contract will be for a period of one (1) year, with options to extend for two additional one-year terms.

Vendors are required to read and understand all information contained within this entire bid package. By responding to this RFP, the vendor agrees to comply with all requirements contained herein.

ABOUT THE CITY
The City of Richmond is a Charter City located in Contra Costa County within the San Francisco Bay Area, with a population of approximately 110,000 residents. The City provides a full range of municipal services including public works, stormwater management, wastewater treatment, and infrastructure maintenance.

The Public Works Department is responsible for maintaining stormwater infrastructure in compliance with applicable regulatory requirements, including the Municipal Regional Stormwater NPDES Permit (MRP), Order No. R2-2022-0018. This includes implementation of Provision C.10 (Trash Load Reduction), which requires the installation, operation, and maintenance of full trash capture systems to reduce trash discharges to receiving waters.

Maintenance of HDS trash capture devices is a critical component of the City’s compliance strategy to meet trash reduction performance standards, protect water quality, and safeguard public health and the environment.

SCOPE OF SERVICES
A. OBJECTIVE
The objective of this contract is to provide routine and on-demand maintenance services for the City of Richmond’s HDS trash capture devices to ensure continued functionality, effective debris removal, and compliance with applicable regulatory requirements.

These services support the City’s obligations under the Municipal Regional Stormwater Permit, including Provision C.10 (Trash Load Reduction), which requires the proper operation and maintenance of full trash capture systems to achieve mandated trash reduction performance standards.
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The Contractor shall perform maintenance activities necessary to ensure that all HDS devices operate as designed, remain free of debris accumulation that could impair performance, and continue to function as full trash capture systems.

B. SCOPE OF SERVICES
The Contractor shall provide routine and on-demand maintenance services for the City’s Hydrodynamic Separator (HDS) trash capture devices in accordance with the requirements set forth herein.

1. Device Inventory
The City currently owns and operates five (5) Hydrodynamic Separator (HDS) trash capture devices located at the following locations:
• S 8th Street & Potrero Avenue
• Regatta Boulevard & Marina Bay Parkway
• Regatta Boulevard near South 34th Street (dual units) • 305 Cutting Boulevard
• Carlson Boulevard & Bayview Avenue
The Contractor shall be responsible for verifying field conditions and device configuration prior to performing work. The City reserves the right to add, remove, or modify devices during the term of the contract.

2. Routine Maintenance
The Contractor shall perform routine maintenance on each device two (2) times per year.

Routine maintenance shall include, at a minimum:
 Removal of all accumulated trash, debris, sediment, and floatables.  Cleaning of internal components as necessary to restore function  Flushing or jetting, if required, to ensure proper flow  Inspection of device condition during maintenance activities Each device shall be left in a fully empty condition and restored to proper operating function upon completion of maintenance. All maintenance activities shall be performed in a manner that maintains the continued functionality of each device as a full trash capture system.

3. On-Demand Maintenance
The Contractor shall perform additional maintenance services on an as-needed basis when directed by the City.

On-demand maintenance may be required due to, but not limited to:
 Devices reaching high debris capacity (e.g., ≥75% full)  Evidence of blockage, bypass, or reduced hydraulic performance  Public complaints or nuisance conditions
 Post-storm debris accumulation
 Vandalism or illegal dumping
The Contractor shall:
 Respond within five (5) business days for routine requests 2657

 Respond within forty-eight (48) hours for urgent requests, when specified by the City
 Perform maintenance consistent with Routine Maintenance requirements  Restore the device to a fully empty and functional condition On-demand maintenance shall be paid at the same unit rate as routine maintenance unless otherwise authorized by the City.

4. Coordination with City
The City performs routine inspections of all HDS devices.

The Contractor shall:
 Coordinate all maintenance activities with the City
 Respond to maintenance requests based on City inspection findings  Notify the City if conditions observed during maintenance indicate that additional servicing may be required prior to the next scheduled cycle The City reserves the right to adjust maintenance priorities and schedules based on inspection findings and operational needs.

5. Non-Routine Services
Non-routine services include work beyond standard maintenance necessary to restore or repair HDS devices. Such services may include, but are not limited to:
 Removal of large or unusual debris not addressable through standard maintenance
 Minor repairs to internal components or access structures  Removal of obstructions affecting system performance
 Support for addressing vandalism or unauthorized access conditions Non-routine services:
 Shall only be performed upon authorization by the City  Shall be billed on a time-and-material basis using the Contractor’s submitted rates

6. Disposal
The Contractor shall be responsible for the collection, transport, and disposal of all debris, sediment, and waste materials generated from maintenance activities.

All disposal shall comply with applicable local, state, and federal regulations.

The City will not provide disposal facilities.

7. Traffic Control
The Contractor shall provide all necessary traffic control required to safely perform the work.

Traffic control shall:
 Comply with the California Manual on Uniform Traffic Control Devices (CA MUTCD)
 Include all signage, lane closures, and safety measures required for the work location
 The Contractor shall coordinate with the City prior to performing work within the public right-of-way.
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 The City reserves the right to require additional traffic control measures for specific locations or conditions.

8. Reporting Requirements
The Contractor shall provide a maintenance report for each service event that includes:
 Device location
 Date of service
 Estimated pre-clean condition (fullness level)
 Description of work performed
 Confirmation that the device was cleaned to a fully empty condition  Identification of any observed damage or operational issues  Before and after photographs
A sample maintenance report form is included as Exhibit C and shall be used unless otherwise approved by the City.

RFP SCHEDULE
Date Activity
May 18, 2026 Release RFP
May 26, 2026 Pre-Bid Meeting
June 2, 2026 Last Day for Questions
June 5, 2026 Last Day for Addendums
June 12, 2026 Proposals Due
June 15-18, 2026 Review proposals
July 7, 2026 Award Contract
August 17, 2026 Execute Contract
October 15, 2026 Start Work
PRE-PROPOSAL CONFERENCE [MANDATORY]
A mandatory pre-proposal conference will be held online via Microsoft Teams on May 26, 2026, from 10:00 AM to 12:00 PM. A meeting invitation and access information will be provided to registered prospective proposers prior to the conference.

BID SUBMITTAL REQUIREMENTS
Proposals shall be concise, well organized, and demonstrate the proposer’s ability to perform the required services. Proposers shall submit all required information in accordance with this Request for Proposals (RFP). Failure to comply with these requirements may result in the proposal being deemed non-responsive. 2659

Proposals shall include the following:

A. Cover Letter
The proposal shall include a cover letter signed by an authorized representative of the firm.

The cover letter shall:
 Confirm that the proposer has reviewed and understands all requirements of this RFP
 Include a statement of intent to perform the services described herein  Indicate the proposer’s willingness to enter into an agreement under the terms and conditions specified in this RFP, including the City’s Standard Services Agreement and insurance requirements
 Provide a brief description of the firm, including relevant experience performing similar services
 Identify the office location from which the work will be managed  Identify a single point of contact for the proposal, including name, title, phone number, and email address
 State that the proposal and pricing shall remain valid for a period of at least ninety (90) days
B. Qualifications and Experience
Proposers shall demonstrate relevant experience performing similar work. At a minimum, the proposal shall include:
 Description of experience maintaining HDS units or similar stormwater infrastructure  Experience with debris removal, vacuum truck operations, and sediment handling and disposal
 Experience performing work within public right-of-way environments, including traffic control
Provide a minimum of three (3) references for similar projects within the last five years, including:
 Client name, address, and contact information
 Description of services provided
 Contract duration and approximate contract value
The City reserves the right to contact any references provided.

C. Staffing and Equipment
Proposers shall describe their approach to staffing and equipment necessary to perform the work, including:
 Identification of key personnel and their roles
 Description of equipment to be used (e.g., vacuum trucks, jetting equipment)  Demonstration of the firm’s capacity to meet required response times and service levels
D. Cost Proposal
Proposers shall complete and submit Exhibit B – Payment Proposal. The Payment Proposal shall include:
• Routine Maintenance Lump Sum for maintenance of all five HDS locations two (2) times per year, which shall serve as the Basis of Award
• Unit price per additional HDS cleaning event for City-directed non-routine / on-demand 2660

cleaning
• Hourly rate for additional traffic control, when required and authorized by the City • Hourly rate for non-routine labor, when authorized by the City The Routine Maintenance Lump Sum shall include all labor, equipment, materials, mobilization, flushing, debris and sediment removal, transportation, disposal, and ordinary traffic control necessary to complete routine maintenance in accordance with the Scope of Services.

No additional compensation will be provided beyond the prices submitted in Exhibit B unless expressly authorized in writing by the City.

E. Subcontractors
If subcontractors are proposed, the proposer shall:
 Identify all subcontractors and describe their roles
 Describe the proposer’s approach to managing subcontractors and ensuring quality control
The proposer shall remain fully responsible for all work performed under the contract.

F. Previous Work with the City
Proposers shall provide a list of any contracts performed for the City of Richmond within the past three (3) years, including:
 Project description
 Contract value
 Completion status
G. Exceptions
Proposers shall clearly identify any exceptions to this RFP or to the City’s Standard Services Agreement.

Failure to identify exceptions shall be deemed acceptance of all terms and conditions set forth in this RFP.

H. Required Forms and Certifications
Proposers shall submit all required City forms and certifications, including but not limited to:
 Sanctuary City Compliance Statement
 Limited Liability Company (LLC) Disclosure Form (if applicable) Failure to submit required forms may result in the proposal being deemed non-responsive.

PROCESS FOR SUBMITTING PROPOSALS
Questions Concerning Request for Proposals
All questions concerning this Request for Proposals shall be submitted through the City’s electronic BidsOnline system on the Q&A tab no later than June 2, 2026 at 5:00 p.m.

Questions submitted after the deadline may not receive a response.

If the City determines that an addendum is necessary, prospective proposers will receive notification through BidsOnline. Responses to questions and any addenda will be posted through BidsOnline. It is the proposer’s responsibility to periodically check the BidsOnline 2661

website for addenda, responses to questions, or other updates related to this RFP.

Any party submitting a proposal shall not contact or lobby any City Council member, City official, employee, or agent regarding this RFP, except through the process identified herein. Any party attempting to influence or circumvent the RFP submittal and review process may have its proposal rejected.

Interested parties may download copies of this RFP by visiting the City’s website at www.ci.richmond.ca.us/bids. Vendors may be required to register through BidsOnline to download the RFP documents and receive addenda or notifications related to this RFP.

Submission of Proposals
The proposal and any required certifications shall be signed by an individual authorized to execute legal documents on behalf of the proposer.

Electronic proposals shall be submitted through the City’s secure online bidding system. All required proposal sections, forms, and exhibits must be submitted through the website. The proposer is solely responsible for timely submission of its proposal. The Bid Management System will not accept late proposals, and no exceptions shall be made.

Proposers will receive an e-bid confirmation number with a time stamp from the Bid Management System indicating that the proposal was submitted successfully. The City will only receive proposals that were transmitted successfully.

The proposal must be received no later than 3:00 p.m local time, on June 12, 2026.

The City of Richmond reserves the right to waive inconsequential irregularities.

GENERAL GUIDELINES
This RFP does not commit the City of Richmond to award a contract, to defray any costs incurred in the preparation of a proposal, or to procure or contract for work. The City may reject a proposal without providing the reason or reasons underlying the decision. The City shall not be responsible for work performed, even in good faith, prior to final approval and execution of the proposed contract.

The City may investigate the qualifications of any respondent under consideration, require confirmation of information furnished by the respondent, and require additional evidence of qualifications to perform the services described in this RFP.

The City reserves the right to:

1. Reject any or all proposals.

2. Issue subsequent Requests for Proposals.

3. Postpone opening or review of proposals for its own convenience.

4. Remedy technical errors in the RFP process.

5. Request clarification or additional information from any proposer.

6. Negotiate with any, all, or none of the proposers.
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7. Select one or more proposers.

8. Accept other than the lowest proposed cost.

9. Waive informalities and irregularities in proposals.

10.Make no award.

Public Records
All proposals submitted in response to this RFP become the property of the City of Richmond and may be subject to public review under applicable public records laws.

Documents protected by law from public disclosure will not be disclosed by the City if clearly marked with the word “confidential” on each applicable page. Trade secrets may be marked confidential only to the extent they meet the requirements of applicable law. Only information claimed to be confidential at the time of submittal and clearly marked as such will be treated as confidential.

Insurance Requirements
The City of Richmond requires contractors doing business with it to obtain insurance as shown in Attachment A – Insurance Requirements. Required insurance certificates must comply with all applicable City requirements and must be provided within fifteen (15) days of issuance of the Notice of Intent to Award and prior to the commencement of any work.

Business Licenses
The successful contractor and all subcontractors used in the work will be required to hold or obtain a City of Richmond business license. The business license fee will not be waived.

Compliance with City Ordinances
The contractor and all subcontractors shall comply with applicable City of Richmond ordinances, including but not limited to the Nondiscrimination Clauses in City Contracts Ordinance, Business Opportunity Ordinance, Local Employment Program Ordinance, Living Wage Ordinance, and Ordinance Banning the Requirement to Provide Information of Prior Criminal Convictions on Employment Applications, as applicable and as incorporated into the Contract Documents.

Sanctuary City Contracting Ordinance
The Richmond Sanctuary City Contracting Ordinance prohibits the City from granting or retaining contracts with any person or entity that provides Data Broker or Extreme Vetting services to U.S. Immigration and Customs Enforcement. Proposers must submit the required Sanctuary City Compliance Statement with their proposal.

Limited Liability Company Disclosure Statement
If applicable, proposers must submit the required Limited Liability Company Disclosure Statement identifying beneficial and responsible owners of Limited Liability Companies. 2663

Collusion
By submitting a proposal, each respondent represents and warrants that its proposal is genuine and not false or collusive, or made in the interest of or on behalf of any person not named therein; that the respondent has not directly or indirectly induced or solicited any other person to submit a false proposal or refrain from submitting a proposal; and that the respondent has not sought collusion to secure any improper advantage over any other person submitting a proposal.

Withdrawal of Proposals
A respondent may withdraw its proposal before the expiration of the time for submission of proposals by submitting a written request for withdrawal signed by, or on behalf of, the respondent in accordance with City procedures.

Ownership of Documents
All reports, studies, information, data, forms, photographs, maintenance records, procedures, and any other materials produced for the project shall be the sole and exclusive property of the City. The City shall have unrestricted authority to publish, disclose, distribute, and otherwise use such materials, except as may be limited by applicable law.

PROPOSAL EVALUATION AND SELECTION PROCESS
All proposals will be reviewed to verify that the proposer has met the minimum requirements of this RFP. Proposals that do not comply with the requirements, fail to meet minimum content and quality standards, or take unacceptable exceptions to the City’s terms and conditions may be eliminated from further consideration.

Proposals will be reviewed and evaluated by City staff. The City intends to award a contract to the proposer whose submission is determined to be most advantageous to the City, taking into consideration qualifications, relevant experience, ability to perform the required services, and cost.

The City reserves the right to reject any or all proposals, make no award, request clarifications, conduct follow-up discussions, request additional information, or negotiate with one or more proposers.

Evaluation criteria may include, but are not limited to, the following:

Experience, Qualifications, and References
The City will evaluate the proposer’s experience performing similar work, including maintenance of HDS units or similar stormwater infrastructure, debris removal, vacuum truck operations, sediment handling and disposal, and work within public right-of-way environments. References may be contacted by the City.

Equipment and Staffing Capacity
The City will evaluate whether the proposer has sufficient staffing, equipment, and operational capacity to perform the required routine maintenance, respond to on-demand 2664

service requests, and meet required service levels.

Methodology and Approach
The City will evaluate the proposer’s proposed approach to performing the required work, including routine maintenance procedures, on-demand response procedures, traffic control approach, disposal practices, and ability to document completed work.

Cost Proposal
The City will evaluate the proposer’s cost proposal, including the Routine Maintenance Lump Sum, additional HDS cleaning unit price, additional traffic control hourly rate, and non-routine labor hourly rate, as submitted in Exhibit B – Payment Proposal.

The Routine Maintenance Lump Sum shall serve as the primary cost component and Basis of Award.

Responsiveness and Completeness
The City will evaluate whether the proposal is complete, responsive to the RFP, and submitted in accordance with all required instructions, forms, and deadlines.

Selection may be made without further discussion, negotiations, or presentations.

Proposers shall therefore submit their most favorable terms in response to this RFP. The City reserves the right to request additional information or clarification on any matter included in a proposal response to assist the City in making a final award decision.

Award of the contract shall be subject to completion of all required City approval processes.

The services provided by the successful proposer shall be governed by the City’s Standard Services Agreement.
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Qualifications, Experience, Methodology & References
Qualifications and Experience
Oldcastle Infrastructure performs inspection, maintenance, cleaning, and restoration of Hydrodynamic Separator (HDS) systems and other stormwater treatment devices as part of our daily operations throughout California. Our crews routinely inspect, clean, document, and restore HDS units to full operating condition while maintaining compliance with municipal stormwater requirements.

Our fleet includes both large-capacity and compact hydro excavation/vacuum trucks, allowing us to efficiently service a variety of HDS installations and site conditions. We have the personnel, equipment, and operational capacity to perform scheduled maintenance and respond to on-demand requests within the City's required response times.

Oldcastle Infrastructure routinely performs work within public rights-of-way and has extensive experience implementing traffic control in accordance with the California Manual on Uniform Traffic Control Devices (CA MUTCD). Traffic control is provided by qualified personnel, either through Oldcastle Infrastructure or qualified third-party traffic control providers, depending on the specific requirements of each project and site conditions.

Oldcastle Infrastructure remains fully responsible for coordinating all traffic control activities and ensuring compliance with all applicable regulations.

Methodology and Approach
• Coordinate maintenance scheduling with the City.
• Mobilize the appropriate crew, hydro excavation/vacuum truck, and equipment. • Implement traffic control appropriate for the work location and site conditions. • Inspect the HDS unit and document pre-maintenance conditions. • Remove accumulated trash, debris, sediment, and floatables; flush or jet as needed. • Transport and dispose of collected material in accordance with applicable regulations. • Document completed work with before-and-after photographs and complete the City's maintenance report.
• Notify the City of any observed deficiencies or conditions requiring additional service.

Key Personnel
Name Title Email
Felipa Jackson Field Construction Manager [email protected] Tracinda Knopp Operations Supervisor [email protected] Peter Delgado Business Development
Manager
[email protected]
Otis Robinson Sales Representative [email protected] Representative References
Client Contact Phone Email
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WinCo Foods Melisa Garcia 208-880-2724 [email protected] Pacific Commons
LLC / Vestar
Management
Toni Marcos 408-334-2115 [email protected]
United Airlines Monica Lu 310-321-8668 [email protected] Previous Work with the City of Richmond
Oldcastle Infrastructure has no contracts to report for the City of Richmond within the past three years, if applicable.

Exceptions
Oldcastle Infrastructure takes no exceptions to the requirements of this Request for Proposals or the City's Standard Services Agreement.
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CITY OF RICHMOND

STANDARD CONTRACT
Department: City Project Manager:

City Project Manager E-mail: City Project Manager Phone No:

Vendor No: Contract No:

Description of Services:

The parties to this STANDARD CONTRACT do mutually agree and promise as follows:

1. Parties. The parties to this Contract are the City of Richmond, a municipal corporation (“the City”), and the following named Contractor:

Contractor Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

Business License No:
☐ A California corporation, ☐ limited liability corporation ☐ general partnership, ☐ limited partnership, ☐ individual, ☐ non-profit corporation, ☐ individual dba as [specify:] ____________________ ☐ other [specify:] _______________________________

2. Term. The effective date of this Contract is _______________________ and terminates _________________ unless terminated earlier as set forth herein.

3. Payment Limit. City’s total payments to Contractor under this Contract shall not exceed $______________ (“Contract Payment Limit”) unless a Contract Amendment has been approved by the City Council or City Manager. If this amount includes a contingency, Contractor acknowledges that any use of such contingency shall be for work beyond the original scope of services and requires prior written authorization by the City. If noted below, Compensation for work done under this Contract, shall not exceed as follows:

FY _________ total compensation shall not exceed $_________________ FY _________ total compensation shall not exceed $_________________ FY _________ total compensation shall not exceed $_________________

4. Contractor’s Obligations. Contractor agrees to perform all work at its own cost and expense, to furnish all labor, tools, equipment, materials, except as otherwise specified, in accordance with the Service Plan set forth in Exhibit A, attached hereto and incorporated herein.

5. City Obligations. City shall make payments to the Contractor in accordance with the Payment Provisions set forth in Exhibit B, attached hereto and incorporated herein.

Public Works Bradley Harms [email protected] (510) 307-8094 Routine and as-needed Hydrodynamic Separator maintenance services.

Oldcastle Infrastructure Inc. 7000 Central Parkway, Suite 800 Atlanta, GA 30328 Tracinda Knopp (209) 390-9364 [email protected] July 7, 2026 July 6, 2027 100,000.00 26/27 100,000.00 2668

6. Authorized Representatives and Notices. This Contract is subject to the Authorized Representatives and Notices Provisions (Exhibit C), attached hereto and incorporated herein.

7. General Conditions. This Contract is subject to the General Conditions (Exhibit D), which are attached hereto and incorporated herein.

8. Special Conditions. This Contract is subject to the Special Conditions (Exhibit E) (if any), which are attached hereto and incorporated herein.

9. Insurance Provisions. This Contract is subject to the Insurance Provisions (Exhibit F), which are attached hereto and incorporated herein.

10. Sanctuary City Compliance Statement. This Contract is subject to the Sanctuary City Compliance Statement (Exhibit G), which is attached hereto and incorporated herein.

11. Signatures. These signatures attest the parties' agreement hereto:

CITY OF RICHMOND,
a municipal corporation [BUSINESS NAME]
(* The Corporation Chairperson of the Board, President, or Vice President should sign below)
By: _________________________ By: ___________________________ Title: ________________________ Title: __________________________ Date Signed: _________________ Date Signed: ___________________ I hereby certify that this Contract (* The Corporation Chief Financial Officer or Assistant has been approved by City Council Treasurer, or Secretary or Assistant Secretary should or the City Manager. sign below)
By: _________________________ By: ___________________________ City Clerk Title: __________________________
Date Signed: ____________________
Approved as to form:
(NOTE: Pursuant to California Corporations Code Section By: _________________________ 313, if Contractor is a corporation or nonprofit organization, City Attorney this Contract (1) must be signed by (a) the Chairperson of the Board, President, or Vice-President and (b) the
Chief Financial Officer or Assistant Treasurer, or
Secretary or Assistant Secretary)
LIST OF ATTACHMENTS:

Service Plan Exhibit A
Payment Provisions Exhibit B
Authorized Representatives and Notices Exhibit C
General Conditions Exhibit D
Special Conditions Exhibit E
Insurance Provisions Exhibit F
Sanctuary City Compliance Statement Exhibit G
Oldcastle Infrastructure Inc.
2669
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT A

SERVICE PLAN
Contractor shall, to the satisfaction of the Project Manager (set forth in Exhibit B), perform the following services and be compensated as outlined below [or attach service plan if necessary]:

Oldcastle Infrastructure Inc.

See Attached
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EXHIBIT B – PAYMENT PROPOSAL
Proposer shall complete all items in this Payment Proposal. Failure to complete all fields may result in the proposal being deemed non-responsive.

Contractor Information
Company Name: Oldcastle Infrastructure Inc.

Contact Name: Peter Delgado
Address: 7000 Central Parkway Suite 800, Atlanta, GA 30328 Phone Number: 770-270-5000
Email: [email protected]
Authorized Signature: _______________________________
Date: 6/29/2026
*****************************

LUMP SUM COST
The total lump sum price for routine maintenance of all five Hydrodynamic Separator (HDS) locations two (2) times per year, in conformance with the Scope of Services.

Routine Maintenance Lump Sum: $42,500.00
The Routine Maintenance Lump Sum shall include all labor, equipment, materials, mobilization, flushing, debris and sediment removal, transportation, disposal, and ordinary traffic control necessary to complete routine maintenance at all five HDS locations two (2) times per year.

NON-ROUTINE / ON-DEMAND CLEANING OF HDS
The City may request additional HDS cleaning outside of the routine semi-annual maintenance schedule.

Unit price per additional HDS cleaning event: $5,000.00 per HDS unit Non-routine / on-demand HDS cleaning shall be performed only when authorized by the City.

Each additional cleaning event shall include the same cleaning standard required for routine maintenance, including removal of accumulated trash, debris, sediment, and floatables, and restoration of the HDS unit to a fully empty condition.

ADDITIONAL TRAFFIC CONTROL
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Traffic control requirements may vary by location and site conditions. Ordinary traffic control necessary to perform routine maintenance shall be included in the Routine Maintenance Lump Sum. Additional traffic control may be required for certain locations or conditions and shall only be compensated when authorized by the City.

Hourly rate for additional traffic control: $291.00 per hour Authorized additional traffic control shall be compensated at the hourly rate provided above, in addition to the applicable HDS maintenance price.

NON-ROUTINE LABOR
Non-routine labor may be requested for work outside the standard HDS cleaning scope, if authorized by the City.

Hourly labor rate: $90.00 per hour
Non-routine labor shall only be performed upon prior written authorization by the City. Total compensation for non-routine labor shall not exceed twelve percent (12%) of the Routine Maintenance Lump Sum unless otherwise authorized in writing by the City through a written change order or contract amendment.
*****************************
Scope Clarifications

1. The Routine Maintenance Lump Sum shall be used as the Basis of Award.

2. The Routine Maintenance Lump Sum shall include routine maintenance of all five HDS locations two (2) times per year.

3. The Routine Maintenance Lump Sum shall include all labor, equipment, materials, mobilization, flushing, debris and sediment removal, transportation, disposal, and ordinary traffic control necessary to complete routine maintenance in accordance with the Scope of Services.

4. The unit price for non-routine / on-demand HDS cleaning shall apply to additional Citydirected cleaning events outside the routine maintenance schedule.

5. Additional traffic control shall be compensated only when required and authorized by the City.

6. Non-routine labor shall only be compensated when authorized by the City in writing and shall not exceed twelve percent (12%) of the Routine Maintenance Lump Sum unless otherwise authorized through a written change order or contract amendment.

7. Activities not related to HDS cleaning, including major repairs, replacement of HDS components, structural repairs, or other specialized work, may be performed by the City, 2672
separately contracted by the City, or addressed through a written change order with the selected service provider.

8. No additional compensation will be allowed beyond the prices submitted herein unless expressly authorized in writing by the City.

Acknowledgment
By signing below, the Proposer acknowledges that all costs necessary to perform the services described in this RFP are included in the prices and rates provided above.

Authorized Signature: _______________________________
Printed Name: Peter Delgado
Title: Business Development MGR
Date: 06/30/2026
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Qualifications, Experience, Methodology & References
Qualifications and Experience
Oldcastle Infrastructure performs inspection, maintenance, cleaning, and restoration of Hydrodynamic Separator (HDS) systems and other stormwater treatment devices as part of our daily operations throughout California. Our crews routinely inspect, clean, document, and restore HDS units to full operating condition while maintaining compliance with municipal stormwater requirements.

Our fleet includes both large-capacity and compact hydro excavation/vacuum trucks, allowing us to efficiently service a variety of HDS installations and site conditions. We have the personnel, equipment, and operational capacity to perform scheduled maintenance and respond to on-demand requests within the City's required response times.

Oldcastle Infrastructure routinely performs work within public rights-of-way and has extensive experience implementing traffic control in accordance with the California Manual on Uniform Traffic Control Devices (CA MUTCD). Traffic control is provided by qualified personnel, either through Oldcastle Infrastructure or qualified third-party traffic control providers, depending on the specific requirements of each project and site conditions.

Oldcastle Infrastructure remains fully responsible for coordinating all traffic control activities and ensuring compliance with all applicable regulations.

Methodology and Approach
• Coordinate maintenance scheduling with the City.
• Mobilize the appropriate crew, hydro excavation/vacuum truck, and equipment. • Implement traffic control appropriate for the work location and site conditions. • Inspect the HDS unit and document pre-maintenance conditions. • Remove accumulated trash, debris, sediment, and floatables; flush or jet as needed. • Transport and dispose of collected material in accordance with applicable regulations. • Document completed work with before-and-after photographs and complete the City's maintenance report.
• Notify the City of any observed deficiencies or conditions requiring additional service.

Key Personnel
Name Title Email
Felipa Jackson Field Construction Manager [email protected] Tracinda Knopp Operations Supervisor [email protected] Peter Delgado Business Development
Manager
[email protected]
Otis Robinson Sales Representative [email protected] Representative References
Client Contact Phone Email
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WinCo Foods Melisa Garcia 208-880-2724 [email protected] Pacific Commons
LLC / Vestar
Management
Toni Marcos 408-334-2115 [email protected]
United Airlines Monica Lu 310-321-8668 [email protected] Previous Work with the City of Richmond
Oldcastle Infrastructure has no contracts to report for the City of Richmond within the past three years, if applicable.

Exceptions
Oldcastle Infrastructure takes no exceptions to the requirements of this Request for Proposals or the City's Standard Services Agreement.
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Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT B

PAYMENT PROVISIONS

1. COMPENSATION TO CONTRACTOR:
a. Provided Contractor is not in default under this Contract, Contractor shall be compensated in the manner set forth herein.
b. All payments made pursuant to this Contract shall be subject to the Contract Payment Limit. The Payment Limit includes expenses (phones, photocopying, meals and travel, etc.). Invoices shall be adequately detailed, based on accurate records, and be in a form reasonably satisfactory to the City. Contractor may be required to provide back-up material upon request. c. All City vendors receiving new contracts shall sign up to receive electronic payments through the City’s Automated Clearinghouse (ACH) payments service/provider.

2. SUBMISSION OF INVOICES:

Contractor shall submit timely invoices by email to
[email protected] and/or to the following address:

Attention: City of Richmond Finance/Account Payable
Project Manager: _______________________
P.O. Box 4046
Richmond, CA 94804

3. All invoices that are submitted by Contractor shall be subject to the approval of the City Project Manager, _______________________, before payments shall be authorized.
a. The City will pay invoice(s) within 45 days after completion of services to the City’s satisfaction. The City shall not pay late fees or interest.
b. All appropriate permits, certificates, and licenses, including a City business license shall be obtained and maintained for the duration of this Contract before any payment is authorized.

4. All insurance coverage required by this Contract shall be provided by the Contractor before this Contract is executed by the City. The insurance coverage required by this Contract shall be maintained by Contractor for the duration of this Contract and must be in place before any payment is authorized.

Bradley Harms Bradley Harms Oldcastle Infrastructure Inc. 2676
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT C

AUTHORIZED REPRESENTATIVES AND NOTICES

1. All required written notices shall be delivered: (i) by hand; or (ii) sent by registered, express, or certified mail, with return receipt requested or with delivery confirmation requested from the U.S. postal service; or (iii) sent by overnight or same day courier service at the party’s respective address listed in this Section.

2. Each notice shall be deemed to have been received on the earlier to occur of:
actual delivery or the date on which delivery is refused; or three (3) days after notice is deposited in the U.S. mail or with a courier service in the manner described above (Sundays and City holidays excepted).

3. Either party may, at any time, change its notice address (other than to a post office box address) by giving the other party three (3) days prior written notice of the new address.

4. All notices, demands, requests, or approvals from Contractor to the City shall be addressed to the City at:

City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
Email: ________________________________________________

5. All notices, demands, requests, or approvals from the City to Contractor shall be addressed to Contractor at:

Attn:

Email: ________________________________________________ Bradley Harms [email protected] Infrastructure Inc. Oldcastle Infrastructure Inc. 7000 Central Parkway, Suite 800 Atlanta, GA 30328 [email protected] 2677
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT D

GENERAL CONDITIONS

1. INDEPENDENT PARTIES:

Contractor hereby declares that Contractor is engaged as an independent business and Contractor agrees to perform the services as an independent contractor.

The manner and means of conducting the services and tasks are under the control of Contractor except to the extent they are limited by statute, rule or regulation and the express terms of this Contract. No civil service status or other right of employment will be acquired by virtue of Contractor’s services. None of the benefits provided by the City to its employees, including but not limited to unemployment insurance, workers’ compensation plans, vacation and sick leave, are available from the City to Contractor, its employees or agents. Deductions shall not be made for any state or federal taxes, FICA payments, PERS payments, or other purposes normally associated with an employer-employee relationship from any compensation due to Contractor. Payments of the above items, if required, are the responsibility of Contractor.

2. TIME IS OF THE ESSENCE:

Contractor and the City agree that time is of the essence regarding the performance of this Contract.

3. STANDARD OF CARE:

Contractor agrees to perform all services hereunder in a manner commensurate with the prevailing standards of like professionals or service Contractors, as applicable, in the San Francisco Bay Area and agrees that all services shall be performed by qualified and experienced personnel who are not employed by the City.

4. IMMIGRATION REFORM AND CONTROL ACT (IRCA):

Contractor assumes all responsibility for verifying the identity and employment authorization of all of its employees performing work hereunder, pursuant to all applicable IRCA or other federal, or state rules and regulations. Contractor shall indemnify, defend, and hold the City harmless from and against any loss, damage, liability, costs or expenses arising from any noncompliance of this provision by Contractor.

5. NON-DISCRIMINATION:

Consistent with the City’s policy and state and federal law that harassment and discrimination are unacceptable conduct, Contractor and its employees, contractors, and agents shall not harass or discriminate against any job applicant, City employee, or any other person on the basis of any kind of any statutorily (federal, state or local) protected class, including but not limited to: race, religious creed, color, national origin, ancestry, Oldcastle Infrastructure Inc.
2678
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
disability (both mental and physical) including HIV and AIDS, medical condition (e.g. cancer), genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, pregnancy, political affiliation, military and veteran status or legitimate union activities. Contractor agrees that any violation of this provision shall constitute a material breach of this Contract.

6. CITY PROPERTY:
a. Each and every report, draft, work product, map, record, applicable plans, drawings, calculation, data, specification, video, graphic, or any other material or document produced, prepared or caused to be prepared by Contractor pursuant to or in connection with this Contract shall be the exclusive property of the City. b. Notwithstanding the foregoing, Contractor shall not be obligated to provide to City proprietary software or data which Contractor has developed or had developed for Contractor's own use; provided, however, that Contractor shall, pursuant to Section 11 below, indemnify, defend and hold the City harmless from and against any discovery or Public Records Act request seeking the disclosure of such proprietary software or data. c. No report, information or other data given to or prepared or assembled by Contractor pursuant to this Contract shall be made available to any individual or organization by Contractor without prior approval of the City Manager or their designee. d. Contractor shall, at such time and in such form as City Manager or their designee may require, furnish reports concerning the status of services and tasks required under this Contract.

7. RECORDS:
a. Contractor shall maintain complete and accurate records with respect to the services, tasks, work, documents and data in sufficient detail to permit an evaluation of Contractor’s performance under the Contract, as well as maintain books and records related to sales, costs, expenses, receipts and other such information required by the City that relate to the performance of the services and tasks under this Contract (collectively the “Records”).
b. All Records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Contractor shall provide free access to the Records to the representatives of the City or its designees during regular business hours upon reasonable prior notice. The City has the right to examine and audit the Records, and to make copies or transcripts therefrom as necessary, and to allow inspection of all proceedings and activities related to this Contract. Such Records, together with supporting documents, shall be kept separate from other documents and records and shall be maintained by Contractor for a period of five (5) years after receipt of final payment.

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c. If supplemental examination or audit of the Records is necessary due to concerns raised by the City’s preliminary examination or audit of records, and the City’s supplemental examination or audit of the records discloses a failure to adhere to appropriate internal financial controls, or other breach of this Contract or failure to act in good faith, then Contractor shall reimburse the City for all reasonable costs and expenses associated with the supplemental examination or audit.

8. PERMITS AND LICENSES:

Contractor, at its sole expense, shall obtain and maintain during the term of this Contract, all appropriate permits, certificates and licenses, including a City business license, required in connection with the performance of the services and tasks hereunder.

The failure to obtain such permits and licenses shall be a material breach of this Contract and grounds for immediate termination by City; provided, however, that City may waive the business license requirement in writing under unusual or extraordinary circumstances without necessitating any modification of this Contract to reflect such waiver.

9. TERMINATION:
a. Termination Without Default. Notwithstanding any provision herein to the contrary, the City may, in its sole and absolute discretion and without cause, terminate this Contract at any time prior to completion by Contractor of the project or services hereunder immediately upon transmission of written notice to Contractor as provided in Exhibit C “Authorized Representatives and Notices”.
b. Termination in the Event of Default. Should Contractor fail to perform any of its obligations hereunder, within the time and in the manner provided or otherwise violate any of the terms of this Contract, City may immediately terminate this Contract by giving written notice of such termination, stating the reasons for such termination. Contractor shall be compensated as provided in Exhibit B; provided, however, there shall be deducted from such amount the amount of damage, including attorney's fees, expert witness fees and costs, if any, sustained by City by virtue of Contractor's breach of this Contract. Additionally, in the event of such termination, the City may proceed with the work in any reasonable manner it chooses.

10. CONFLICT OF INTEREST:

Contractor acknowledges, represents and warrants that Contractor shall avoid all conflicts of interest (as defined under any federal, state or local statute, rule or regulation, or at common law) with respect to this Contract. Contractor further acknowledges, represents and warrants that no City official or employee has any economic interest, as defined in Title 2, California Code of Regulations §§ 18703.1 through 18703.5, with Contractor that would invalidate this Contract. Contractor acknowledges that in the event that Contractor shall be found by any judicial or administrative body to have any conflict of interest (as defined above) with respect to this Contract, all consideration received under Oldcastle Infrastructure Inc.
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this Contract shall be forfeited and returned to City forthwith. This provision shall survive the termination of this Contract for one (1) year.

11. HOLD HARMLESS:
a. To the fullest extent permitted by law, Contractor shall indemnify, defend (with counsel acceptable to the City) and hold harmless the City, its City Council, boards, commissions, officials, employees, agents and volunteers (“Indemnitees”) from and against any and all loss, damages, liability, obligations, claims, suits, judgments, costs and expenses whatsoever, including attorney’s fees and costs of litigation (“Claims”), arising from or in any manner connected to Contractor’s performance of its obligations under this Contract or failure to comply with any of its obligations under this Contract or out of the operations conducted by Contractor even if the City is found to have been negligent. If the Claims filed against Indemnitees allege negligence, recklessness or willful misconduct on the part of Contractor, Contractor shall have no right of reimbursement against Indemnitees for the costs of defense even if negligence, recklessness or willful misconduct is not found on the part of Contractor. Contractor shall not have any obligations to indemnify Indemnitees if the loss or damage is found to have resulted solely from the negligence or the willful misconduct of the City. The defense and indemnification obligations of this Contract are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Contract. b. This indemnification obligation shall survive this Contract and shall not be limited by any term of any insurance policy required under this Contract; provided however, that if this Contract is for design professional services, this indemnity provision is limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the design professional (as defined in California Civil Code section 2782.8).

12. LIMITATIONS UPON SUBCONTRACTING AND ASSIGNMENT:
a. This Contract binds the heirs, successors, assigns and representatives of Contractor. The Contractor shall not enter into subcontracts for any work contemplated under this Contract and shall not assign this Contract, nor any portion hereof or monies due or to become due, without the prior written consent of the City Council or its designee.
b. Contractor shall not assign, sublease, hypothecate, or transfer this Contract, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of the City Manager. Contractor shall submit a written request for consent to transfer to the City Manager at least thirty (30) days in advance of the desired transfer.

The City Manager or their designee may consent or reject such request in their sole and absolute discretion. Any attempt to do so without said consent shall be null and void, and any assignee, sublessee, hypothecate or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. However, claims for Oldcastle Infrastructure Inc.
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money against the City under this Contract may be assigned by Contractor to a bank, trust company or other financial institution without prior written consent. c. The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Contractor (if applicable), or of the interest of any general partner or joint venturer or syndicate member if Contractor is a partnership or jointventure or syndicate, which shall result in a change of control of Contractor, shall be deemed an assignment. For this purpose, control shall mean fifty percent or more of the voting power or twenty-five percent or more of the assets of the corporation, partnership or joint-venture.
d. Only those persons and/or businesses whose names and resumés are attached to this Contract shall be used in the performance of this Contract. However, if after the start of this Contract, Contractor wishes to use sub-contractors, at no additional costs to the City, then Contractor shall submit a written request for consent to add subcontractors including the names of the sub-contractors and the reasons for the request to the City Manager at least five (5) days in advance. The City Manager may consent or reject such requests in their sole and absolute discretion. e. Each sub-contractor shall be required to furnish proof of workers’ compensation insurance and shall also be required to carry general, automobile and professional liability insurance (as applicable) in reasonable conformity to the insurance carried by Contractor.
f. In addition, any tasks or services performed by sub-contractors shall be subject to each provision of this Contract. Contractor shall include the following language in their Contract with any sub-contractor: “Sub-Contractors hired by Contractor agree to be bound to Contractor and the City in the same manner and to the same extent as Contractor is bound to the City.”
g. The requirements in this Section 12 shall not apply to persons who are merely providing materials, supplies, data or information that Contractor then analyzes and incorporates into its work product.

13. SAFETY:
a. Contractor acknowledges that the City is committed to the highest standards of workplace safety. Contractor will be solely and completely responsible for conditions of all vehicles owned or operated by Contractor, including the safety of all persons and property during performance of the services and tasks under this Contract.

Contractor shall assume sole and complete responsibility for the safety of Contractor's employees and any of subcontractor's employees This requirement will apply continuously and not be limited to normal working hours. In addition, Contractor will comply with all safety provisions in conformance with U.S. Department of Labor Occupational Safety and Health Act, any equivalent state law, and all other applicable Oldcastle Infrastructure Inc.
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federal, state, county and local laws, ordinances, codes, and any regulations that may be detailed in other parts of the Contract. Where any of these are in conflict, the more stringent requirements will be followed. Contractor’s failure to thoroughly familiarize itself with the aforementioned safety provisions will not relieve it from compliance with the obligations and penalties set forth herein.
b. Contractor will immediately notify the City (in no event less than 24 hours) of any incident of death, serious personal injury or substantial property damage that occurs in connection with the performance of this Contract. Contractor will promptly submit to the City a written report of all incidents that occur in connection with this Contract. This report must include the following information: (i) name and address of injured or deceased person(s); (ii) name and address of Contractor’s employee(s) involved in the incident; (iii) name and address of Contractor’s liability insurance carrier; (iv) a detailed description of the incident; and (v) a police report.
c. Contractor acknowledges that the City shall have the right to impose, at the City’s sole discretion, requirements that it deems are necessary to protect the health and safety of the City employees, residents, and visitors. Contractor agrees to comply with all such requirements, including, but not limited to, mandatory vaccinations, the use of personal protective equipment (e.g. masks), physical distancing, and health screenings.

Contractor also agrees to make available to the City, at the City’s request, records to demonstrate Contractor’s compliance with this Section.

14. INSURANCE:

Insurance requirements are set forth in Exhibit F to this Contract. Contractor shall abide by the insurance requirements set forth in said Exhibit F.

15. COMPLIANCE WITH ALL APPLICABLE LAWS:
a. During the term of this Contract, Contractor shall keep fully informed of all existing and future state and federal laws and all municipal ordinances and regulations of the City of Richmond which affect the manner in which the services or tasks are to be performed by Contractor, as well as all such orders and decrees of bodies or tribunals having any jurisdiction or authority over the same. Contractor shall comply with all applicable laws, state and federal and all ordinances, rules and regulations enacted or issued by the City. Compliance under this provision includes compliance with all provisions of the Richmond Municipal Code ("Municipal Code"), including Chapters 2.50,

2.52, 2.56, and 2.60, if applicable.
b. Contractor acknowledges that under § 2.60.070 of the Municipal Code ("Living Wage Ordinance"), Contractor is required to provide the City with documents and information verifying its compliance with the Living Wage Ordinance. Contractor shall notify each of its affected employees with regards to the wages that are required to be paid pursuant to the Living Wage Ordinance as prescribed in § 2.60.070 of the Municipal Code.

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c. Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or sub-Contractor under an agreement or sub-agreement with the City for public works, goods or services to refrain from discriminatory employment or practices on the basis of race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee, any applicant for employment or any potential sub-contractor. d. Contractor acknowledges that the City’s Drug Free Workplace Policy, Violence in the Workplace Policy and the Policy Against Workplace Harassment, are available on the City’s website at http://www.ci.richmond.ca.us/workplacepolicies.

Contractor agrees to abide by the terms and conditions of said policies.

16. INTEGRATED CONTRACT:

The Recitals and exhibits are a material part of this Contract and are expressly incorporated herein. This Contract represents the full and complete understanding of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Contract will be effective only by written execution signed by both the City and Contractor.

17. CONFLICTING PROVISIONS:

In the event of a conflict between these General Conditions and those of any Exhibit or attachment hereto, these General Conditions shall prevail; provided, however, that any Special Condition as set forth in Exhibit E shall prevail over these General Conditions. In the event of a conflict between the terms and conditions of any two or more Exhibits or attachments hereto, those prepared by City shall prevail over those prepared by the Contractor, and the terms and conditions preferred by the City shall prevail over those preferred by the Contractor.

18. FORCE MAJEURE:

Neither party hereto shall be considered in default in the performance of its obligations hereunder to the extent that the performance of such an obligation is prevented or delayed by reason of acts of God, strikes, boycotts, lock-outs, inability to procure materials not related to the price thereof, failure of power, restrictive governmental laws and regulations enacted after the date of this Contract, riots, civil unrest, acts of terrorism, insurrection, war, declaration of a state or national emergency or other reasons of a like nature not within the reasonable control of such party.

19. CONFLICT OF LAW:

This Contract shall be interpreted under, and enforced by the laws of the State of Oldcastle Infrastructure Inc.
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California without regard to any choice of law rules which may direct the application of laws of another jurisdiction. The Contract and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Contract (or the successors of those authorities). Any suits brought pursuant to this Contract shall be filed with the courts of the County of Contra Costa, State of California.

20. CLAIMS:

Any claim by Contractor against City hereunder shall be subject to Government Code §§ 800 et seq. The claims presentation provisions of said Act are hereby modified such that the presentation of all claims hereunder to the City shall be waived if not made within six months after accrual of the cause of action.

21. INTERPRETATION:

This Contract shall be interpreted as if drafted by both parties.

22. WARRANTY:

If any product is be provided to the City as part of this Contract, Contractor warrants as follows: Contractor possesses good title to the product and the right to transfer the product to City; the product shall be delivered to the City free from any security interest or other lien; the product meets any specifications contained herein; the product shall be free from material defects in materials and workmanship under normal use for a period of one (1) year from the date of delivery; and the product shall be fit for its intended purpose(s). Notwithstanding the foregoing, consumable and maintenance items (such as light bulbs and batteries) shall be warranted for a period of one hundred and eighty (180) days from the date of delivery. All repairs during the warranty period shall be promptly performed by Contractor, at Contractor's expense, including shipping.

23. SEVERABILITY:

In the event that any of the provisions or portions or applications thereof of this Contract are held to be unenforceable or invalid by any court of competent jurisdiction, City and Contractor shall negotiate an equitable adjustment in the provisions of the Contract with a view toward effecting the purpose of this Contract, and the validity and enforceability of the remaining provisions or portions or applications thereof, shall not be affected thereby.

24. AUTHORITY:

City warrants and represents that the signatory hereto (the Mayor of the City of Richmond or the City Manager) is duly authorized to enter into and execute this Contract on behalf of City. The party signing on behalf of Contractor warrants and represents that they are duly authorized to enter into and execute this Contract on behalf of Contractor, Oldcastle Infrastructure Inc.
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and shall be personally liable to City if they are not duly authorized to enter into and execute this Contract on behalf of Contractor.

25. WAIVER:

The waiver by City of any breach of any term or provision of this Contract shall not be construed as a waiver of any subsequent breach. Inspections or approvals, or statements by any officer, agent or employee of the City relating to the Contractor’s performance, or payment therefore, or any combination of these acts, shall not relieve the Contractor’s obligation to fulfill this Contract as prescribed; nor shall the City be thereby stopped from bringing any action for damages or enforcement arising from any failure to comply with any of the terms and conditions of this Contract.

26. COUNTERPARTS:

This Contract may be executed in any number of counterparts (including by fax, PDF, DocuSign, or other electronic means), each of which shall be deemed an original, but all of which shall constitute one and the same instrument.

27. SANCTUARY CITY CONTRACTING ORDINANCE (SCCO):

The Richmond Sanctuary City Contracting Ordinance No. 12-18 prohibits the City from granting and or retaining contracts with any person or entity that provides Data Broker or Extreme Vetting services to the U.S. Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Contractor must submit the Sanctuary City Compliance Statement, attached hereto as Exhibit G.

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EXHIBIT E

SPECIAL CONDITIONS
The General Conditions are hereby amended to include the following modifications and/or provisions (if applicable, otherwise please state “NONE”):

Oldcastle Infrastructure Inc.

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EXHIBIT F

INSURANCE PROVISIONS
☐ CHECK HERE IF RISK MANAGEMENT HAS APPROVED WAIVING INSURANCE REQUIREMENTS FOR THIS CONTRACT.

1. CERTIFICATES: Before the commencement of the terms of this Contract, and during the entire term of this Contract and any extension or modification thereof, Contractor shall furnish the City’s Risk Manager with certificates showing the type, amount, class of operations covered, effective dates and dates of expiration of insurance coverage in compliance with coverage requirements set forth by the City and incorporated herein.

Such certificates, which do not limit Contractor’s indemnification, shall also contain substantially the following statement:
“Should any of the above insurance covered by this certificate be canceled or coverage reduced before the expiration date thereof, the insurer affording coverage shall provide thirty (30) days’ advance written notice to the City of Richmond.

Attention: Risk Manager.”
Contractor shall maintain in force at all times during the performance of this Contract all appropriate coverage of insurance required by this Contract with an insurance company licensed to offer insurance business in the State of California with a current A.M. Best’s rating of no less than A:VII or Standard & Poor’s Rating (if rated) of at least BBB unless otherwise acceptable to the City. Contractor shall deliver updated insurance certificates to the City at the address set forth in Exhibit C prior to the expiration of the existing insurance certificate for the duration of the term of Contract.

Endorsements naming the City, its City Council, boards, commissions, officials, employees, agents, and volunteers as additional insured shall be submitted with the insurance certificates.

2. COVERAGE REQUIREMENTS: The City’s insurance requirements depend upon the type of service being provided and/or the provider. The City’s insurance requirements will fall into one of the following categories (unless otherwise provided by the City):

Consultants and Contractors – Type 1
Professional Services – Type 2
Environmental Risk/Hazardous Waste Material – Type 3
Lease of City Property – Type 4
Vendors, Suppliers, Small Grant Recipients & Nonprofit Organizations – Type 5 Transportation Providers – Type 6
Professional Services Pyrotechnics – Type 7
Cyber and I.T. Risks – Type 8
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The insurance requirements classification applicable to this Contract shall be attached to this Exhibit F and made a part hereof.

3. FAILURE TO SECURE: If Contractor at any time during the term hereof should fail to secure or maintain the foregoing insurance, the City shall be permitted to obtain such insurance in Contractor’s name or as an agent of Contractor and shall be compensated by Contractor for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid.

4. SUFFICIENCY OF INSURANCE: The insurance limits required by the City are not represented as being sufficient to protect Contractor. Contractor is advised to consult Contractor’s insurance broker to determine adequate coverage for Contractor. The coverage and limits shall be (1) the minimum coverage and limits specified in this Contract; or (2) the broader coverage and maximum limits of the coverage carried by or available to Contractor; whichever is greater.

INSERT INSURANCE REQUIREMENTS CLASSIFICATION APPLICABLE TO THIS CONTRACT: (IF NECESSARY, CONFIRM WITH RISK MANAGER)
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EXHIBIT G

SANCTUARY CITY COMPLIANCE STATEMENT
The undersigned, (hereafter "Contractor"), has had an opportunity to review the requirements of City of Richmond Ordinance 12-18 (hereafter "Sanctuary City Contracting Ordinance" or “SCCO”).

Contractor understands and agrees that the City may choose with whom it will maintain business relations and may refrain from contracting with any person or entity that provides Data Broker or Extreme Vetting services to the U.S. Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Contractor understands the meaning of the following terms used in the SCCO:
a. "Data Broker” means either of the following:
i. The collection of information, including personal information about consumers, from a wide variety of sources for the purposes of reselling such information to their customers, which include both private-sector business and government agencies;
ii. The aggregation of data that was collected for another purpose from that for which it is ultimately used.
b. “Extreme Vetting” means data mining, threat modeling, predictive risk analysis, or other similar services."
Contractor understands that it is not eligible to receive or retain a City contract if at the time the Contract is executed, or at any time during the term of the Contract, it provides Data Broker or Extreme Vetting services to ICE.

Contractor further understands and agrees that Contractor's failure to comply with the SCCO shall constitute a material default of the Contract and the City Manager may terminate the Contract and bar Contractor from bidding on future contracts with the City for five (5) years from the effective date of the contract termination.

By executing this statement, Contractor certifies that it complies with the requirements of the SCCO and that if at any time during the term of the Contract it ceases to comply, Contractor will promptly notify the City Manager in writing. Any person or entity who knowingly or willingly supplies false information in violation of the SCCO shall be guilty of a misdemeanor and subject to a $1,000 fine.

Based on the foregoing, the undersigned declares under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Printed Name: Title:

Signed: Date:

Business Entity:

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1 RESOLUTION NO. XX-26

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND AUTHORIZING

THE CITY MANAGER TO EXECUTE A CONTRACT WITH OLDCASTLE

INFRASTRUCTURE FOR ROUTINE AND AS-NEEDED HYDRODYNAMIC SEPARATOR MAINTENANCE SERVICES IN AN AMOUNT NOT TO EXCEED $100,000 _______________________________________________________________________________ WHEREAS, the City of Richmond is subject to the Municipal Regional National Pollutant Discharge Elimination System Stormwater Permit, Order No. R2-2022-0018, as amended by Order No.

R2-2023-0019, NPDES Permit No. CAS612008; and
WHEREAS, the Municipal Regional Permit regulates stormwater and non-stormwater discharges from municipal separate storm sewer systems; and
WHEREAS, Provision C.10 of the Municipal Regional Permit requires the City to reduce trash discharges from 2009 levels by 90 percent by June 30, 2023, and by 100 percent by June 30, 2025; and WHEREAS, the City did not meet the 100 percent trash load reduction requirement by June 30, 2025, relative to 2009 baseline conditions; and
WHEREAS, the San Francisco Bay Regional Water Quality Control Board issued a Cease and Desist Order requiring the City to implement trash load reduction control actions sufficient to reach 100 percent trash load reduction by June 30, 2030; and
WHEREAS, Hydrodynamic Separator units are stormwater trash capture devices that require routine maintenance to remove accumulated trash, debris, sediment, and floatables and preserve device function; and
WHEREAS, the City requires a dedicated maintenance contract for five Hydrodynamic Separator locations; and
WHEREAS, the City issued a Request for Proposals for Hydrodynamic Separator maintenance services; and
WHEREAS, the Request for Proposals requested pricing for routine maintenance of all five Hydrodynamic Separator locations two times per year; and WHEREAS, the Request for Proposals also requested pricing for non-routine or on-demand cleaning and additional traffic control to be used only when authorized by the City in writing; and WHEREAS, the City received one proposal in response to the Request for Proposals; and WHEREAS, staff reviewed the proposal submitted by Oldcastle Infrastructure and determined that Oldcastle Infrastructure met the requirements of the solicitation and is qualified to perform the required services; and
WHEREAS, the proposed contract amount includes the annual cost for routine maintenance of the City’s five Hydrodynamic Separator units, together with an allowance of up to twenty percent (20%) for City-authorized additional maintenance that may be required due to storm events, changing field conditions, inspections, or additional work necessary to comply with directives issued by the San Francisco Bay Regional Water Quality Control Board; and
WHEREAS, staff recommends award of a contract to Oldcastle Infrastructure for routine and asneeded Hydrodynamic Separator maintenance services; and WHEREAS, the proposed contract will have a total not-to-exceed amount of $100,000 for the initial one-year term, with the option to extend the contract for up to two additional one-year terms, subject to satisfactory contractor performance, availability of funding, and approval as to form by the City Attorney.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Richmond as follows:

SECTION 1. The City Council finds that the foregoing recitals are true and correct and incorporates them herein by reference.
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2 SECTION 2. The City Manager, or designee, is hereby authorized to execute a contract with Oldcastle Infrastructure for routine and as-needed Hydrodynamic Separator maintenance services in an amount not to exceed $100,000 for the initial one-year term, subject to approval as to form by the City Attorney.

SECTION 3. The City Manager, or designee, is authorized to extend the contract for up to two additional one-year terms, provided that contractor performance is satisfactory, funding is available, and any extension is approved as to form by the City Attorney.

SECTION 4. The City Manager, or designee, is authorized to approve and execute related documents and written authorizations necessary to implement the contract, including City-authorized nonroutine cleaning, additional traffic control, and additional maintenance necessary to respond to storm events, changing field conditions, inspections, or regulatory requirements, provided that the total compensation does not exceed the approved not-to-exceed amount and the work is consistent with the approved scope.

SECTION 5. The City Council designates the City Clerk as the custodian of the documents and other materials that constitute the record of proceedings upon which this decision is based. Such documents are available for public review at the Office of the City Clerk, Richmond City Hall, 450 Civic Center Plaza, Richmond, California.

SECTION 6. This Resolution shall take effect immediately upon its passage.

CLERK’S CERTIFICATE
I certify that the foregoing resolution was passed and adopted by the Council of the City of Richmond at a regular meeting thereof held on July 28, 2026, by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

CLERK OF THE CITY OF

RICHMOND (SEAL)
Approved: Mayor
Approved as to form:

City Attorney
State of California }
County of Contra Costa : ss.

City of Richmond }
I certify that the foregoing is a true copy of Resolution No. , finally passed and adopted by the City Council of the City of Richmond at a regular meeting held on July 28, 2026.
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3 Pamela Christian, Clerk of the City of Richmond
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July 28, 2026
Public Works
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Daniel Chavarria, Director of Public Works
Darin Fitzpatrick, Assistant Deputy Director of Public
Works, Operations & Maintenance
Subject: Cooperative Purchasing Agreement with Motive
Technologies, Inc. for Fleet Management Technology
Solutions
FINANCIAL IMPACT: The proposed contract will be funded through the approved Fiscal Year 2026–2027 Public Works
Operations and Maintenance budget. The contract
provides for an initial three-year term in an amount not to exceed $375,000 ($125,000 annually), with the option to extend the contract for two additional one-year terms in an amount not to exceed $125,000 annually, for a total
potential contract amount not to exceed $625,000.

Funding for the two option years will be subject to future City Council budget appropriations (Account String:
01235031-400209).

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

The City’s existing fleet management system no longer
meets its operational, safety, maintenance, locationtracking, and reporting needs. Following a successful sixmonth pilot, City staff determined that the Motive platform would improve fleet safety, vehicle and equipment
location tracking, maintenance management, reporting,
accountability, and operational oversight. City staff
requests City Council approval of a contract with Motive Technologies, Inc., through a Sourcewell cooperative
AGENDA
REPORT
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July 28, 2026
purchasing agreement, to replace the current system with an integrated fleet management platform.

RECOMMENDED ACTION: APPROVE a contract with Motive Technologies, Inc., utilizing Sourcewell Cooperative Purchasing Master
Agreement No. 102924-MTV, for fleet management
technologies with related software solutions for an initial three-year term in an amount not-to-exceed $375,000,
with the option to extend the contract for two additional one-year terms in an amount not-to-exceed $125,000
annually, for a total potential contract amount not-toexceed $625,000; and AUTHORIZE the City Manager, or designee, to execute the contract and any amendments
or related documents necessary to administer the
contract, provided such amendments do not exceed the
approved contract authority – Public Works Department.
(Daniel Chavarria 510-620-5478/Darin Fitzpatrick 510-
231-3044).

DISCUSSION:

The City of Richmond operates and maintains a diverse fleet of vehicles and equipment supporting Public Works, Police, Fire, Parks, Facilities, Engineering, Code Enforcement, and other municipal operations. Efficient management of these assets is essential to maintaining service levels, improving employee safety, maximizing equipment availability, reducing operating costs, and ensuring responsible stewardship of public resources.

The City currently utilizes a fleet telematics and fleet management platform; however, City staff has determined that the existing system no longer provides the functionality necessary to effectively support the City's expanding fleet and increasing operational demands. While the current platform provides basic GPS tracking capabilities, it lacks many of the integrated fleet management technologies now considered industry best practices, including AI-enabled safety technology, advanced operational analytics, comprehensive preventative maintenance integration, equipment utilization reporting, automated compliance reporting, driver coaching, enhanced fleet visibility, and centralized fleet reporting.

Recognizing these limitations, City staff evaluated commercially available fleet management platforms capable of meeting the City's current and future operational needs. As part of that evaluation, the City implemented a six-month pilot program utilizing the Motive fleet management platform to assess its capabilities under actual operating conditions.

During the pilot period, City staff evaluated GPS accuracy, vehicle and equipment tracking, AI-enabled driver safety technology, reporting capabilities, maintenance 2695

July 28, 2026
management features, geofencing, ease of implementation, system reliability, customer support, and overall usability across daily fleet operations.

The pilot program demonstrated measurable improvements in fleet visibility, operational oversight, driver accountability, reporting capabilities, maintenance planning, and overall fleet management efficiency. Based upon the successful pilot program and staff's evaluation of available alternatives, City staff determined that Motive Technologies, Inc. provides the most comprehensive, scalable, and operationally beneficial solution for the City's current and future fleet management needs.

Cooperative Purchasing Justification:

City staff recommend awarding a contract to Motive Technologies, Inc. through piggyback procurement pursuant to Richmond Municipal Code Section 2.52.320 utilizing Sourcewell Cooperative Purchasing Master Agreement No. 102924-MTV.

Sourcewell is a nationally recognized governmental cooperative purchasing organization that conducts competitive solicitations on behalf of participating public agencies throughout the United States and Canada. Sourcewell competitively solicited Request for Proposals No. 102924 for Fleet Management Technologies with Related Software Solutions, resulting in the award of Master Agreement No. 102924-MTV to Motive Technologies, Inc. The resulting contract includes fleet telematics, GPS tracking, AI-enabled safety technology, maintenance management, equipment tracking, fleet analytics, fuel reporting, and related software solutions.

Consistent with Richmond Municipal Code Section 2.52.320, City staff independently reviewed the Sourcewell solicitation, procurement process, contract documents, pricing structure, and the completed Piggyback Purchasing Agreement Justification. Staff determined that:
 The originating contract was competitively solicited by a public agency through an open and competitive procurement process consistent with recognized public purchasing standards.
 The scope of services available under Sourcewell Master Agreement No. 102924-MTV fully satisfies the City's operational requirements for Fleet Management Technologies with Related Software Solutions.  The contract remains active and available for use by participating public agencies.
 The City's operational requirements are materially consistent with those competitively solicited through the Sourcewell procurement.  Utilizing the existing cooperative purchasing contract provides competitively established pricing, standardized contract terms, and significantly reduces the administrative cost, staff time, and expense associated with conducting a separate formal competitive solicitation.

Furthermore, City staff determined that replacing the City's existing fleet telematics and fleet management platform through the Sourcewell cooperative purchasing contract 2696

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represents the most advantageous procurement method for the City. The completed Piggyback Purchasing Agreement Justification documents City staff's independent review of the procurement process and confirms that utilizing the cooperative purchasing contract is in the City's best interest.

Additionally, the Sourcewell contract provides participating agencies with discounted pricing from commercial list pricing together with applicable volume discounts, allowing the City to obtain competitively established pricing while avoiding the time and expense associated with conducting a separate competitive procurement process.

Accordingly, City staff recommend approving a contract with Motive Technologies, Inc. utilizing Sourcewell Cooperative Purchasing Master Agreement No. 102924-MTV to replace the City's existing fleet telematics and fleet management platform and implement a modern, scalable fleet management solution that supports the City's current operational needs and future growth.

OPERATIONAL IMPACT:

Implementation of the Motive Fleet Management Technologies platform will significantly improve operational efficiency, employee safety, and fleet accountability across City departments by replacing the City's existing fleet telematics and fleet management platform with a modern, integrated fleet management solution.

Key operational benefits include:
 Real-time GPS visibility of City vehicles and equipment.  AI-enabled dash cameras with driver coaching and collision detection capabilities to improve employee safety and reduce risk.
 Automated preventative maintenance scheduling to improve vehicle reliability, reduce downtime, and extend equipment life.
 Enhanced monitoring of vehicle utilization, idle time, fuel consumption, and overall fleet performance.
 Geofencing, trip histories, and automated reporting to improve accountability and operational oversight.
 Data-driven fleet replacement planning through comprehensive lifecycle and utilization analytics.
 Centralized reporting and fleet management tools that reduce administrative workload and improve decision-making.
 Improved deployment of fleet resources to increase operational efficiency and customer service responsiveness.
 A scalable cloud-based platform capable of supporting future fleet growth and evolving operational needs.

Collectively, implementation of the Motive platform will modernize the City's fleet management program, improve employee safety, strengthen accountability, reduce operational risk, improve fleet utilization, and support the efficient delivery of municipal services throughout the City.
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DOCUMENTS ATTACHED:

Attachment 1 – Resolution
Attachment 2 – Sourcewell Request for Proposals No. 102924 and Addenda Attachment 3 – Fleet Management Technologies Procurement Documents Attachment 4 – Piggyback Purchasing Agreement Justification Attachment 5 – Sourcewell Cooperative Purchasing Master Agreement No. 102924- MTV
Attachment 6 – Motive Technologies Pricing Sheet
Attachment 7 – Sourcewell Board Resolutions
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Reso. No. _____

RESOLUTION NO. ______

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND,

CALIFORNIA, APPROVING A CONTRACT WITH MOTIVE TECHNOLOGIES, INC. UTILIZING SOURCEWELL COOPERATIVE PURCHASING MASTER AGREEMENT NO. 102924-MTV FOR FLEET MANAGEMENT TECHNOLOGIES

WITH RELATED SOFTWARE SOLUTIONS
WHEREAS, the City of Richmond owns and operates a diverse fleet of vehicles and equipment supporting Public Works, Police, Fire, Parks, Facilities, Engineering, Code Enforcement, and other municipal operations; and
WHEREAS, the City's existing fleet telematics and fleet management platform no longer provides the functionality necessary to effectively support the City's operational needs and growing fleet; and
WHEREAS, City staff evaluated commercially available fleet management technologies and conducted a six-month pilot program utilizing the Motive Technologies fleet management platform to evaluate system performance, operational capabilities, reliability, and overall effectiveness under actual operating conditions; and
WHEREAS, based upon the successful results of the pilot program and staff's evaluation of available alternatives, staff determined that Motive Technologies, Inc. provides the most comprehensive, scalable, and cost-effective fleet management solution to meet the City's current and future operational needs; and
WHEREAS, Sourcewell, a governmental cooperative purchasing organization, competitively solicited Request for Proposals No. 102924 for Fleet Management Technologies with Related Software Solutions and awarded Master Agreement No. 102924-MTV to Motive Technologies, Inc.; and
WHEREAS, pursuant to Richmond Municipal Code Section 2.52.320, City staff independently reviewed the Sourcewell solicitation, procurement process, contract documents, pricing structure, and completed the required Piggyback Purchasing Agreement Justification, determining that utilization of Sourcewell Cooperative Purchasing Master Agreement No. 102924- MTV is in the best interest of the City and provides a competitive, efficient, and cost-effective procurement method; and
WHEREAS, the proposed contract provides for an initial three-year term in an amount notto-exceed Three Hundred Seventy-Five Thousand Dollars ($375,000), with the option to extend the contract for two (2) additional one-year terms in an amount not-to-exceed One Hundred Twenty-Five Thousand Dollars ($125,000) annually, for a total potential contract amount not-toexceed Six Hundred Twenty-Five Thousand Dollars ($625,000); and WHEREAS, funding for the initial contract term is available within the approved Public Works Operations and Maintenance Budget, with funding for future option years subject to City Council budget appropriations.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Richmond hereby approves a contract with Motive Technologies, Inc., utilizing Sourcewell Cooperative Purchasing Master Agreement No. 102924-MTV, for Fleet Management Technologies with Related Software Solutions for an initial three-year term in an amount not-to-exceed Three Hundred Seventy-Five Thousand Dollars ($375,000), with the option to extend the contract for two (2) additional one-year terms in an amount not-to-exceed One Hundred Twenty-Five Thousand Dollars ($125,000) annually, for a total potential contract amount not-to-exceed Six Hundred Twenty-Five Thousand Dollars ($625,000).

BE IT FURTHER RESOLVED that the City Manager or designee is hereby authorized to execute the contract and any amendments or related documents necessary to administer the contract, provided such amendments do not exceed the total contract authority approved herein. 2699
Reso. No. _____

******************
***THE CLERK’S OFFICE WILL COMPLETE THE INFORMATION BELOW**** I certify that the foregoing resolution was passed and adopted by the City Council of the City of Richmond at a regular meeting thereof held on Mmmm dd, yyyy, by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

CLERK OF THE CITY OF RICHMOND
(SEAL)
Approved:

Mayor
Approved as to form:

City Attorney
State of California }
County of Contra Costa : ss.

City of Richmond }
I certify that the foregoing is a true copy of Resolution No. _____, finally passed and adopted by the City Council of the City of Richmond at a regular meeting held on Mmmm dd, yyyy.
_______________________________________
Pamela Christian, Clerk of the City of Richmond
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RFP #102924

REQUEST FOR PROPOSALS
for
Fleet Management Technologies with Related Software Solutions Proposal Due Date: October 29, 2024, 4:30 p.m., Central Time Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Fleet Management Technologies with Related Software Solutions to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewellmn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than October 29, 2024, at 4:30 p.m. Central Time, and late proposals will not be considered.

SOLICITATION SCHEDULE
Public Notice of RFP Published: September 10, 2024
Pre-proposal Conference: October 9, 2024, 2:00 p.m., Central Time Question Submission Deadline: October 21, 2024, 4:30 p.m., Central Time Proposal Due Date: October 29, 2024, 4:30 p.m., Central Time Late responses will not be considered.

Opening: October 29, 2024, 4:30 p.m., Central Time
See RFP Section V.G. “Opening”
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I. ABOUT SOURCEWELL
A. SOURCEWELL

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Sourcewell’s solicitation process complies with State of Minnesota law and policies, conforms to Canadian trade agreements (including Canadian Free Trade Agreement, Ontario-Quebec Trade and Cooperation Agreement, and Canada-European Union Comprehensive Economic and Trade Agreement, as applicable), and results in cooperative purchasing solutions from which Sourcewell’s Participating Entities procure equipment, products, and services.

Cooperative purchasing provides participating entities and suppliers increased administrative efficiencies and the power of combined purchasing volume that result in overall cost savings. At times, Sourcewell also partners with other purchasing cooperatives to combine the purchasing volume of their membership into a single solicitation and contract expanding the reach of contracted suppliers’ potential pool of end users.

Sourcewell uses a website-based platform, the Sourcewell Procurement Portal, through which all proposals to this RFP must be submitted.

B. USE OF RESULTING CONTRACTS
In the United States, Sourcewell’s contracts are available for use by:
• Federal and state government entities1;
• Cities, towns, and counties/parishes;
• Education service cooperatives;
• K-12 and higher education entities;
• Tribal government entities;
• Some nonprofit entities; and
• Other public entities.

In Canada, Sourcewell’s contracts are available for use by current and future members including:
• Federal, provincial, and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; • Indigenous self-governing bodies;
• Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly funded academic, health, and social service 1 Pursuant to HAR §3-128-2, the State of Hawaii, Department of Accounting and General Services, State Procurement Office, on behalf of the State of Hawaii and participating jurisdictions, has provided notice of its Intent to Participate in the solicitation as a participating entity.

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entities referred to as MASH sector (this should be construed to include but not be limited to the cities of Calgary, Edmonton, Toronto, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; • Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; and • Canoe procurement group of Canada’s current and future members. Canoe members include:
o Federal, provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; o Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; o Indigenous self-governing bodies;
o Airport authorities;
o Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the cities of Calgary, Edmonton, Toronto, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; and
o Canoe procurement group of Canada’s current and future partner associations, including Saskatchewan Association of Rural Municipalities, Association of Manitoba Municipalities, Local Authorities Services/Association of Municipalities Ontario, Nova Scotia Federation of Municipalities, Federation of Prince Edward Island Municipalities, Municipalities Newfoundland Labrador, Union of New Brunswick Municipalities, Northwest Territories Association of Communities, Association of Yukon Communities, CivicInfo BC, Association and their current and future members.

For a listing of current United States and Canadian Participating Entities visit Sourcewell’s website (note: there is a tab for each country): https://www.sourcewell-mn.gov/sourcewell-forvendors/agency-locator.

Participating Entities typically access contracted equipment, products, or services through a purchase order issued directly to the contracted supplier. A Participating Entity may request additional terms or conditions related to a purchase. Use of Sourcewell contracts is voluntary and Participating Entities retain the right to obtain similar equipment, products, or services from other sources.

To meet Participating Entities’ needs, Sourcewell broadly publishes public notice of all solicitation opportunities, including this RFP. In addition, where applicable, other purchasing cooperatives and procurement officials receive notice and are encouraged to re-post the solicitation opportunity.

Proof of publication will be available at the conclusion of the solicitation process. 2703
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II. SOLICITATION DETAILS
A. SOLUTIONS-BASED SOLICITATION
This RFP and contract award process is a solutions-based solicitation; meaning that Sourcewell is seeking equipment, products, or services that meet the general requirements of the scope of this RFP and are commonly desired or are required by law or industry standards.

B. REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES
It is expected that proposers will offer a wide array of equipment, products, or services at lower prices and with better value than what they would ordinarily offer to a single government entity, school district, or regional cooperative.

1. Sourcewell is seeking proposals for Fleet Management Technologies with Related Software Solutions, including but not limited to:
a. Fleet management information systems;
b. Fleet technology related hardware solutions;
c. Related software solutions;
d. Fleet telematics;
e. Fleet monitoring and asset tracking;
f. Geofencing solutions;
g. Motor pool and fleet sharing solutions services;
h. Integrated video solutions; and
i. Emissions, Green House Gas (GHG), or Low Carbon Fuel Standard (LCFS) tracking, reporting, and management.

Proposers may include related equipment, accessories, and services to the extent that these solutions are ancillary or complementary to the equipment, products, or services being proposed.

2. This solicitation does not include those equipment, products, or services covered under categories included in pending or planned Sourcewell solicitations, or in contracts currently maintained by Sourcewell, identified below:
a. Fleet Payment Solutions with Related Services (RFP #080620); b. Electric Vehicle Supply Equipment and Related Services (RFP #042221); c. Fleet Management Services (RFP #030122);
d. Vehicle Lifts with Garage and Fleet Maintenance Equipment (RFP #121223); e. Curb Management Technologies (RFP #120423);
f. OEM Vehicle Parts and Supplies (RFP #080124);
g. Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services (RFP #081524);
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h. Vendor Managed Inventory and Logistics Management Solutions for Fleets and Facilities (RFP #090624); and,
i. Aftermarket Vehicle Parts and Supplies (RFP #100124).

Generally, the solutions for Participating Entities are turn-key solutions, providing a combination of equipment, products and services, delivery, and installation to a properly operating status. However, equipment-only or products-only solutions may be appropriate for situations where Participating Entities possess the ability, either in-house or through local thirdparty contractors, to properly install and bring to operation the equipment or products being proposed.

Sourcewell prefers suppliers that provide a sole source of responsibility for the equipment, products, and services provided under a resulting contract. If proposer is including the equipment, products, and services of its subsidiary entities, the proposer must also identify all included subsidiaries in its proposal. If proposer requires the use of distributors, dealers, resellers, or subcontractors to provide the equipment, products, or services, the proposal must address how the equipment, products or services will be provided to Participating Entities, and describe the network of distributors, dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract.

Sourcewell encourages suppliers to offer the broadest possible selection of equipment, products, and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities.

C. REQUIREMENTS
It is expected that proposers have knowledge of all applicable industry standards, laws, and regulations and possess an ability to market and distribute the equipment, products, or services to Participating Entities.

1. Safety Requirements. All items proposed must comply with current applicable safety or regulatory standards or codes.

2. Deviation from Industry Standard. Deviations from industry standards must be identified with an explanation of how the equipment, products, and services will provide equivalent function, coverage, performance, and/or related services.

3. New Equipment and Products. Proposed equipment and products must be for new, current model; however, proposer may offer certain close-out equipment or products if it is specifically noted in the Pricing proposal.

4. Delivered and operational. Unless clearly noted in the proposal, equipment and products must be delivered to the Participating Entity as operational.

5. Warranty. All equipment, products, supplies, and services must be covered by a warranty that is the industry standard or better.
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D. PROSPECTIVE CONTRACT TERM
The term of any resulting contract(s) awarded by Sourcewell under this solicitation will be four years. Sourcewell and supplier may agree to up to three additional one-year extensions based on the best interests of Sourcewell and its Participating Entities. Sourcewell retains the right to consider additional extensions beyond seven years as required under exceptional circumstances.

E. ESTIMATED CONTRACT VALUE AND USAGE
Based on past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD 90 Million; therefore, proposers are expected to propose volume pricing. Sourcewell anticipates considerable activity under the contract(s) awarded from this RFP; however, sales and sales volume from any resulting contract are not guaranteed.

F. MARKETING PLAN
Proposer’s sales force will be the primary source of communication with Participating Entities.

The proposer’s Marketing Plan should demonstrate proposer’s ability to deploy a sales force or dealer network to Participating Entities, as well as proposer’s sales and service capabilities. It is expected that proposer will promote and market any contract award.

G. ADDITIONAL CONSIDERATIONS

1. Contracts will be awarded to proposers able to best meet the need of Participating Entities. Proposers should submit their complete line of equipment, products, or services that are applicable to the scope of this RFP.

2. A proposer may submit only one proposal. If related, affiliated, or subsidiary entities elect to submit separate proposals, rather than a single parent-entity proposal, each such proposal must be prepared independently and without cooperation, collaboration, or collusion.

3. If a proposer works with a consultant on its proposal, the consultant (an individual or company) may not assist any other entity with a proposal for this solicitation.

4. Proposers should include all relevant information in its proposal, since Sourcewell cannot consider information that is not included in the proposal. Sourcewell reserves the right to verify proposer’s information and may request clarification from a proposer, including samples of the proposed equipment or products.

5. Depending upon the responses received in a given category, Sourcewell may need to organize responses into subcategories in order to provide the broadest coverage of the requested equipment, products, or services to Participating Entities. Awards may be based on a subcategory.
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6. A proposer’s documented negative past performance with Sourcewell or its Participating Entities occurring under a previously awarded Sourcewell contract may be considered in the evaluation of a proposal.

III. PRICING
A. REQUIREMENTS
All proposed pricing must be:

1. Either Line-Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these:
a. Line-item Pricing is pricing based on each individual product or service. Each line must indicate the proposer’s published “List Price,” as well as the “Contract Price.” b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any contract resulting from this RFP.

2. The proposer’s not to exceed price. A not to exceed price is the highest price for which equipment, products, or services may be billed to a Participating Entity. However, it is permissible for suppliers to sell at a price that is lower than the contracted price.

3. Stated in U.S. and Canadian dollars (as applicable).

4. Clearly understandable, complete, and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and services delivered and operational for its intended purpose in the Participating Entity’s location).

Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial inspection. Include identification of any parties that impose such costs and their relationship to the proposer. Additionally, proposers should clearly describe any unique distribution and/or delivery methods or options offered in the proposal.

B. ADMINISTRATIVE FEES
Proposers awarded a contract are expected to pay to Sourcewell an administrative fee in exchange for Sourcewell facilitating the resulting contracts. The administrative fee is normally calculated as a percentage of the total sales to Participating Entitiesfor all contracted equipment, products, or services made during a calendar quarter, and is typically one percent (1%) to two percent (2%). In some categories, a flat fee may be an acceptable alternative. 2707
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IV. CONTRACT
Proposers awarded a contract will be required to execute a contract with Sourcewell (see attached template). Only those modifications the proposer indicates in its proposal will be available for discussion. Much of the language in the Contract reflects Minnesota legal requirements and cannot be altered. Numerous and/or onerous exceptions that contradict Minnesota law may result in the proposal being disqualified from further review and evaluation.

To identify any exception, or to request any modification, to Sourcewell’s standard Contract terms, conditions, or specifications, a proposer must submit the proposed exception(s) or requested modification(s) via redline in the Contract Template provided in the “Documents” section of the “Bid Details” page on the Sourcewell Procurement Portal and uploaded as part of its response. Only those exceptions noted at the time of the proposal submission will be considered.

Exceptions must:

1. Clearly identify the affected article and section.

2. Clearly note the requested modification; and as applicable, provide requested alternative language.

Unclear requests will be automatically denied.

Only those exceptions that have been accepted by Sourcewell will be included in the contract document provided to the awarded supplier for signature.

If a proposer receives a contract award resulting from this solicitation it will have up to 30 days to sign and return the contract. After that time, at Sourcewell’s sole discretion, the contract award may be revoked.

V. RFP PROCESS
A. PRE-PROPOSAL CONFERENCE
Sourcewell will hold an optional, non-mandatory pre-proposal conference via webcast on the date and time noted in the Solicitation Schedule for this RFP and on the Sourcewell Procurement Portal. The purpose of this conference is to allow potential proposers to ask questions regarding this RFP and Sourcewell’s competitive contracting process. Information about the webcast will be sent to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Vendor Account. Pre-proposal conference attendance is optional.

B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION
All questions regarding this RFP must be submitted through the Sourcewell Procurement Portal.

The deadline for submission of questions is found in the Solicitation Schedule and on the 2708
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Sourcewell Procurement Portal. Answers to questions will be issued through an addendum to this RFP. Repetitive questions will be summarized into a single answer and identifying information will be removed from the submitted questions.

All questions, whether specific to a proposer or generally related to the RFP, must be submitted using this process. Do not contact individual Sourcewell staff to ask questions or request information as this may disqualify the proposer from responding to this RFP. Sourcewell will not respond to questions submitted after the deadline.

C. ADDENDA
Sourcewell may modify this RFP at any time prior to the proposal due date by issuing an addendum. Addenda issued by Sourcewell become a part of the RFP and will be delivered to potential proposers through the Sourcewell Procurement Portal. Sourcewell accepts no liability in connection with the delivery of any addenda.

Before a proposal will be accepted through the Sourcewell Procurement Portal, all addenda, if any, must be acknowledged by the proposer by checking the box for each addendum. It is the responsibility of the proposer to check for any addenda that may have been issued up to the solicitation due date and time.

If an addendum is issued after a proposer submitted its proposal, the Sourcewell Procurement Portal will WITHDRAW the submission and change the proposer’s proposal status to INCOMPLETE. The proposer can view this status change in the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account. The proposer is solely responsible to check the “MY BIDS” section of the Sourcewell Procurement Portal Vendor Account periodically after submitting its proposal (and up to the Proposal Due Date). If the proposer’s proposal status has changed to INCOMPLETE, the proposer is solely responsible to:

1. make any required adjustments to its proposal;

2. acknowledge the addenda; and

3. ensure the re-submitted proposal is received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time shown in the Solicitation Schedule above.

D. PROPOSAL SUBMISSION
Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Late proposals will not be considered. It is the proposer’s sole responsibility to ensure that the proposal is received on time.

It is recommended that proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The time and date that a proposal is received by Sourcewell is solely determined by the Sourcewell Procurement Portal web clock. 2709
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In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to 24 hours to respond to certain issues.

Upon successful submission of a proposal, the Sourcewell Procurement Portal will automatically generate a confirmation email to the proposer. If the proposer does not receive a confirmation email, contact Sourcewell’s support provider at [email protected].

To ensure receipt of the latest information and updates via email regarding this solicitation, or if the proposer has obtained this solicitation document from a third party, the onus is on the proposer to create a Sourcewell Procurement Portal Vendor Account and register for this solicitation opportunity.

Within the Sourcewell Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the proposer attesting that the information contained in the proposal is true and accurate. By submitting a proposal, proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award.

The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the proposer to remedies available by law.

E. GENERAL PROPOSAL REQUIREMENTS
Proposals must be:

1. In substantial compliance with the requirements of this RFP or it will be considered nonresponsive and be rejected.

2. Complete. A proposal will be rejected if it is conditional or incomplete.

3. Submitted in English.

4. Valid and irrevocable for 90 days following the Proposal Due Date.

Any and all costs incurred in responding to this RFP will be borne by the proposer.

F. PROPOSAL WITHDRAWAL
Prior to the proposal deadline, a proposer may withdraw its proposal.

G. OPENING
The Opening of proposals will be conducted in the Sourcewell Procurement Portal immediately following the proposal due date and time. To view the list of proposers resulting from the opening, verify that the Sourcewell Procurement Portal opportunities list search is set to “All” or “Closed.”
Members of the public may attend the Opening at Sourcewell’s office located at 202 12th Street NE, Staples, MN to hear the results.
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VI. EVALUATION AND AWARD
A. EVALUATION
It is the intent of Sourcewell to award one or more contracts to responsive and responsible proposers offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of proposers that Sourcewell determines is necessary to meet the needs of its Participating Entities.

Factors to be considered in determining the number of contracts to be awarded in any category may include the following:

1. Total evaluation scores (giving consideration to natural breaks in the scoring of responsive proposals);

2. The number and geographic location of highest-scoring proposers that offer:
a. A comprehensive selection of the requested equipment, products, or services; b. A sales and service network ensuring availability and coverage for Participating Entities’ use; and
c. Other attributes of the proposer or contents of its proposal that assist Participating Entities in achieving environmental and social requirements, and goals.

Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell has any knowledge about a specific supplier or product.

B. AWARD(S)
Award(s) will be made to the highest-scoring proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP.

Sourcewell may request written clarification of a proposal at any time during the evaluation process.

Proposal evaluation will be based on the following scoring criteria and the Sourcewell Evaluator Scoring Guide (a copy is available in the Sourcewell Procurement Portal):
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Conformance to RFP Requirements Pass/Fail
Financial Viability and Marketplace Success 50
Ability to Sell and Deliver Solutions 150
Marketing Plan 100
Value Added Attributes 100
Depth and Breadth of Offered Solutions 200
Pricing 400
TOTAL POINTS 1000
C. PROTESTS OF AWARDS
Any protest made under this RFP by a proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O.

Box 219, Staples, MN 56479. All documents that comprise the complete protest package must be received, and time stamped at the Sourcewell office by 4:30 p.m., Central Time, no later than 10 calendar days following Sourcewell’s notice of contract award(s) or non-award. A protest must allege a procedural, technical, or legal defect, with supporting documentation. A protest that merely requests a re-evaluation of a proposal’s content will not be entertained.

A protest must include the following items:
• The name, address, and telephone number of the protester; • Identification of the solicitation by RFP number;
• A precise statement of the relevant facts;
• Identification of the alleged procedural, technical, or legal defect; • Analysis of the basis for the protest;
• Any additional supporting documentation;
• The original signature of the protester or its representative; and • Protest bond in the amount of $20,000 (except where prohibited by law or treaty).

Protests that do not address these elements will not be reviewed.

D. RIGHTS RESERVED
This RFP does not commit Sourcewell to award any contract, and a proposal may be rejected if it is nonresponsive, conditional, incomplete, conflicting, or misleading. Proposals that contain false statements or do not support an attribute or condition stated by the proposer may be rejected.

Sourcewell reserves the right to:
• Modify or cancel this RFP at any time;
• Reject any and all proposals received;
• Reject proposals that do not comply with the provisions of this RFP; 2712
Rev. 6/2024 Sourcewell RFP #102924
Fleet Management Technologies with Related Software Solutions

• Select, for contracts or for discussion, a proposal other than that with the lowest cost; • Independently verify any information provided in a proposal; • Disqualify any proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect;
• Waive or modify any informalities, irregularities, or inconsistencies in the proposals received;
• Clarify any part of a proposal and discuss any aspect of the proposal with any proposer; and negotiate with more than one proposer;
• Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and
• Award a contract to one or more proposers if it is in the best interest of Participating Entities.

E. DISPOSITION OF PROPOSALS
All materials submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the proposer’s responsibility to clearly identify any data submitted that it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell may reject proposals that are marked confidential or nonpublic, either substantially or in their entirety.

Sourcewell will not consider the prices submitted by the proposer to be confidential, proprietary, or trade secret materials. Financial information, including financial statements, provided by a proposer is not considered trade secret under the statutory definition. 2713
09/13/2024
Addendum No. 1
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Are uploaded documents public domain? Where are they visible after they are uploaded?
Answer 1:

Refer to RFP Section VI. E. - Disposition of Proposals, for guidance on material submitted in response to the RFP and applicable public data laws.

End of Addendum
Acknowledgement of this Addendum to RFP 102924 posted to the Sourcewell Procurement Portal on 09/13/2024, is required at the time of proposal submittal. 2714
09/18/2024
Addendum No. 2
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Is there a character or word count limit to the responses submitted in the portal? Answer 1:

There is sufficient space for the proposer to provide a brief but thorough response to each question. The platform designer indicates the character limit of a text field is 32,000.

Question 2:

Where it states on the bid under Evaluation question 2: The number and geographic location of highest-scoring proposers that offer - Could you please specify how much international business beyond Canada Sourcewell and its participating entities anticipate leveraging through this opportunity?
Answer 2:

Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Aftermarket Vehicle Parts and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. 2715
End of Addendum
Acknowledgement of this Addendum to RFP 102924 posted to the Sourcewell Procurement Portal on 09/18/2024, is required at the time of proposal submittal. 2716
09/24/2024
Addendum No. 3
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

For the U.S./Canadian Marketshare, how is Sourcewell defining the market. (% of gov fleets, % of fleets at large, % fleets out of total Sourcewell members that use fleet management via Sourcewell, etc,)
Answer 1:

In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. It is left to the discretion of each proposer to determine the information necessary to best demonstrate their marketplace success to Sourcewell. The solicitation is a competitive process, and proposals are evaluated on the content submitted.

End of Addendum
Acknowledgement of this Addendum to RFP 102924 posted to the Sourcewell Procurement Portal on 09/24/2024, is required at the time of proposal submittal. 2717
09/25/2024
Addendum No. 4
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Could you help me to get CAGE code or Unique Entity Identifier (SAM), please? Answer 1:

A CAGE or Unique Entity Identifier (SAM) code is not required to be considered for or awarded a Sourcewell contract. Proposals are evaluated based on the criteria as stated in the RFP. Refer to the General Instructions above Questionnaire Table 1. Respond “N/A” if a question does not apply (preferably with an explanation).

End of Addendum
Acknowledgement of this Addendum to RFP 102924 posted to the Sourcewell Procurement Portal on 09/25/2024, is required at the time of proposal submittal. 2718

09/30/2024
Addendum No. 5
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Regarding your statement, At times, Sourcewell also partners with other purchasing cooperatives to combine the purchasing volume of their membership into a single solicitation and contract expanding the reach of contracted suppliers’ potential pool of end users, What other purchasing cooperatives do you partner with? Do you partner with BuyBoard, NY State BOCES, 1GPA, or Ohio Schools Council? Answer 1:

While not an exhaustive list, a few examples include our collaboration with Canoe to incorporate Canada-specific language into our RFP and their advertisement of our tender documents across multiple provinces. Another example is with our partnership with NCTCOG - Home. They have created a CP program called TXShare - Available Contracts based on promoting Sourcewell competitively awarded contracts. Also, we 2719
have partnered with Omnia for food contracts: US Foods | OMNIA Partners | Contract Documents. Sysco | OMNIA Partners | Contract Documents.

Question 2:

Is it possible for list pricing to adjust over time based on inflation or otherwise. Also, is a cap/ceiling price required?
Answer 2:

Refer to the Sourcewell Master Agreement, Article 2: Sourcewell and Supplier Obligations, Sub-article 2) Product and Price Changes Requirements, for additional details on the process for requesting a product or pricing change during the term of an awarded contract. A downloadable version of the Master Agreement is found on the Bid Details page for this solicitation within the Sourcewell Procurement Portal.

Each proposer, in its discretion, will determine and propose the pricing approach that aligns with its business methods and satisfies all the requirements of the RFP Article on Pricing. Proposers should clearly identify any costs that are not included in the proposed pricing of the equipment, products, or services.

Question 3:

Can you please confirm the required skills for this role? Answer 3:

Refer to Section II., subsection B. Requested Equipment, Products, or Services in the RFP.

Question 4:

Also, confirm the rate?
Answer 4:

Sourcewell utilizes a competitive, solutions-based solicitation approach that is not based on detailed specifications, finite quantities, or pre-determined locations. Participating Entities’ unique needs, and Solutions from awarded vendor(s), will be determined if and when Participating Entities choose to utilize a contract resulting from this solicitation. 2720
Question 5:

Is it onsite or remote?
Answer 5:

See answer #4 above.

End of Addendum
Acknowledgement of this Addendum to RFP 102924, posted to the Sourcewell Procurement Portal on 09/30/2024, is required at the time of proposal submittal. 2721
10/04/2024
Addendum No. 6
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

How will we be invited to the Pre Proposal Conference on 10/9? Can I add an additional employee to the call? Thank you.

Answer 1:

Login instructions will be posted to the "Documents" section and available to registered suppliers two business days prior to the web conference. Instructions will also be sent to all registered plan takers at that time.

Question 2:

Re Table 3 - Ability to Sell and Deliver Solutions. The first requirement in this table is merely stated as 'Sales force' and no specific question is asked. Could you please elaborate, or provide more details, on what it is you would like to know about our sales force?
Answer 2:

In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. So, it is left to the discretion of each proposer to determine the information necessary to best demonstrate their ability to serve Sourcewell members and that they 2722
are willing to include. Refer to the table instructions directly below the Table header.

The solicitation is a competitive process and proposals are evaluated on the content submitted.

Question 3:

Re Table 3 - Ability to Sell and Deliver Solutions. The third requirement in this table is merely stated as 'Service force' and no specific question is asked. Could you please elaborate, or provide more details, on what it is you would like to know about our service force?
Answer 3:

See Answer 2 above.

Question 4:

Re Table 4 - Marketing Plan. Would you be able to provide specific expectations you might have in terms of what the Marketing Plan of an awarded bidder should include? Are there specific elements of a Marketing Plan that you would want or expect to see, and if so, could you please elaborate?
Answer 4:

Refer to RFP Section II. Solicitation Details, F. Marketing Plan.

End of Addendum
Acknowledgement of this Addendum to RFP 102924, posted to the Sourcewell Procurement Portal on 10/04/2024, is required at the time of proposal submittal. 2723
10/08/2024
Addendum No. 7
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

In Addendum No. 2 - Question 2 – Answer 2 you use the verbiage of requesting proposals for Aftermarket Vehicle Parts and Supplies to result in a contracting solution for use by its Participating Entities. Is this merely a coincidence that Aftermarket Vehicle Parts and Supplies is the title of another recent Sourcewell bid. if this is a true answer to the actual question?
Answer 1:

Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Fleet Management Technologies with Related Software Solutions to result in a contracting solution for use by its Participating Entities.

Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada.

Question 2:

Can you elaborate on whether or not a bidder that does NOT have a strong market share or holding in Canada will be penalized in the scoring process for this specific bid as opposed to a bidder that has both USA and Canada sales. 2724
Answer 2:

In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. So, it is left to the discretion of each proposer to determine the information necessary to best demonstrate their ability to serve Sourcewell members and that they are willing to include. Refer to the table instructions directly below the Table header.

The solicitation is a competitive process, and proposals are evaluated on the content submitted.

Question 3:

Sourcewell notes that, 'To identify any exception, or to request any modification, to Sourcewell standard Master Agreement terms, conditions, or specifications, a Proposer must submit the proposed exception(s) or requested modification(s) via redline in the Master Agreement Template provided (attached).' However, the Track Changes/redline functionality in the template provided is locked with a password, so we are unable to redline. Could you please provide the password or a new un-locked document?
Answer 3:

The Master Agreement is locked so that you can make changes, and they will be redlined, allowing Sourcewell to see the proposed exceptions or changes to the template.

End of Addendum
Acknowledgement of this Addendum to RFP 102924 posted to the Sourcewell Procurement Portal on 10/08/2024, is required at the time of proposal submittal. 2725
10/09/2024
Addendum No. 8
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Is there an estimated volume in which to accurately base line-item pricing? Answer 1:

Sourcewell does not maintain the requested level of data regarding the participating entities. The estimated volume stated in RFP Section II. E. is based on past volumes of similar contracts. It is an estimate only, and no sales or sales volume are guaranteed.

Question 2:

Would Sourcewell accept a proposal that would provide hardware/services only to Canada?
Answer 2:

A proposer is not required to cover every geographic region to be considered for award.

Each proposal is evaluated based on the criteria stated in the RFP. Sourcewell is seeking solutions to serve the largest possible cross-section of current and potential Sourcewell participating entities or members. Refer to the RFP Article on Participating Entities and Use of the Resulting Contracts for details.
2726
Question 3:

If a vendor is submitting a percentage off of manufacturer list price, do we need to include the current MSRP price sheet for each manufacturer with our submission?
Answer 3:

In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. It is left to the discretion of each proposer to determine and propose the pricing approach that aligns with their business methods and satisfies all the requirements of RFP Article III - Pricing. Proposals are evaluated based on the criteria stated in the RFP.

End of Addendum
Acknowledgement of this Addendum to RFP 102924 posted to the Sourcewell Procurement Portal on 10/09/2024, is required at the time of proposal submittal. 2727
10/10/2024
Addendum No. 9
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Financial Viability and Marketplace Success - #17
We can provide our written authorization to act as a distributor/reseller/dealer for the manufacturers listed in our proposal. Is a Letter of Authorization from each manufacturer required to be submitted with our response or can we provide a sampling?
Answer 1:

In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. So, it is left to the discretion of each proposer to determine the information necessary to best demonstrate their ability to serve Sourcewell members and that they are willing to include. Refer to the table instructions directly below the Table header.

The solicitation is a competitive process, and proposals are evaluated on the content submitted.

End of Addendum
Acknowledgement of this Addendum to RFP 102924 posted to the Sourcewell Procurement Portal on 10/10/2024, is required at the time of proposal submittal. 2728
10/17/2024
Addendum No. 10
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

We currently have products and services under Sourcewell contract. This contract is not listed on page 4 along with the list of Sourcewell contracts explicitly not included in this scope of services. Would offerings under contracts outside of the list potentially be eligible?
Answer 1:

The Sourcewell RFP is an open and competitive solicitation process. It is left to the discretion of each potential proposer to determine whether to submit a competitive proposal and whether their equipment, products, and services fall within Sourcewell’s requested equipment, products, and services as described in RFP Section II. B.

REQUESTED EQUIPMENT, PRODUCTS AND SERVICES. Only those products within the scope of the RFP will be included in any contract awarded by Sourcewell as a result of this solicitation and each Proposal will be evaluated based on the criteria stated in the RFP.

End of Addendum
Acknowledgement of this Addendum to RFP 102924 posted to the Sourcewell Procurement Portal on 10/17/2024, is required at the time of proposal submittal. 2729
10/18/2024
Addendum No. 11
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Re Table 2A: Financial Viability and Marketplace Success, question 14 ('What is your US market share for the Solutions that you are proposing?'): We would like to request clarification on the meaning of the term 'market share' as used in this question.

Specifically, do you mean what proportion of our company's sales for the solution category in question are to the US market? Or do you mean what proportion of the total US market for sales of the solution category are specifically from our company? Answer 1:

In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. It is left to the discretion of each proposer to determine how to best demonstrate its financial stability and satisfy all requirements of the questionnaire tables.

Question 2:

Re Table 2A: Financial Viability and Marketplace Success, question 15 ('What is your Canadian market share for the Solutions that you are proposing?'): We would like to request clarification on the meaning of the term 'market share' as used in this question. Specifically, do you mean what proportion of our company's sales for the solution category in question are to the Canadian market? Or do you mean what 2730
proportion of the total Canadian market for sales of the solution category are specifically from our company?
Answer 2:

See answer 1.

Question 3:

Re Table 2A: Financial Viability and Marketplace Success, questions 14 and 15: Can you confirm that the questions pertaining to market share specifically relate to the AVL market (AVL in turn defined as Automatic Vehicle Location, i.e. system that uses GPS or other technologies to automatically track the real-time location of vehicles)? Answer 3:

See answer 1.

End of Addendum
Acknowledgement of this Addendum to RFP 102924 posted to the Sourcewell Procurement Portal on 10/18/2024, is required at the time of proposal submittal. 2731
10/22/2024
Addendum No. 12
Solicitation Number: RFP 102924
Solicitation Name: Fleet Management Technologies with Related Software Solutions Consider the following Question(s) and Answer(s) to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

If awarded a contract, when will this contract term begin? Will it supersede any current contracts?
Answer 1:

Each RFP is an opportunity independent of any other prior, current or future RFPs.

Please refer to the Master Agreement, Article 1; General Terms; 5) Term.

Question 2:

Can you please confirm whether or not the sale of Open Market items are to be included in the calculation of the Administrative Fee.

Answer 2:

Refer to RFP Section III. B. – Administrative Fees, for directions on proposing an administrative fee. It is left to the discretion of each proposer to determine and propose an administrative fee that is consistent with its business and its industry.

Question 3:

Each market is different, and for this reason a one-size-fits-all pricing is challenging. Would a tiered pricing approach be acceptable? 2732
Answer 3:

In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. It is left to the discretion of each proposer to determine and propose the pricing approach that aligns with their business methods and satisfies all the requirements of RFP Article III - Pricing. Proposals are evaluated based on the criteria stated in the RFP.

Question 4:

Re Table 6, Item 65 Can Sourcewell clarify further what is meant by sourced open market or non-contracted items? Would these be items that aren't included in this contract but that may be available through the vendor as additional or supplemental pieces (e.g. products the vendor offers but that won't be covered under this contract?).

Answer 4:

Generally, a sourced or open market item is a product or service that a participating entity is seeking to purchase under the contract, but that is not among the awarded vendor’s offerings. It is typically deemed incidental to the balance of the transaction.

Sourcewell has not set a specific dollar limit for non-contract, sourced, or open market items. However, to be considered for a contract award a proposer’s primary offering of equipment, products, or services must be within scope of RFP Section II. B. – Requested Equipment, Products, or Services. Each proposer, in its discretion, will determine and propose the method and approach for sourced products or related services that align with its business methods.

End of Addendum
Acknowledgement of this Addendum to RFP 102924 posted to the Sourcewell Procurement Portal on 10/22/2024, is required at the time of proposal submittal. 2733
AdvantageOne
Technology, Inc.,
dba Advantage
Asset Tracking Corp. Agile Fleet, Inc.

Air Automotive
Tracking, Inc.

AttriX Technologies,
Inc. BizFleets, LLC
BusPatrol America,
LLC BusRight, Inc.

Possible Points
Conformance to RFP Requirements Pass/Fail Pass Pass Pass Pass Pass Pass PassFinancial Viability and Marketplace Success 50 37 37 31 35 34 33 37 Ability to Sell and Deliver Service 150 129 119 96 107 106 109 116Marketing Plan 100 85 85 57 76 72 80 77 Value Added Attributes 100 85 85 62 81 75 75 79
Depth and Breadth of Offered Equipment, Products, or Services 200 149 164 143 155 154 158 149 Pricing 400 309 341 268 285 283 293 249
Total Points 1,000 794 830 656 737 724 746 707
Rank Order 20 4 59 44 46 40 55
Bytecurve Holdings,
LLC
CalAmp Wireless
Networks
Corporation
Chevin Fleet
Solutions, LLC Collective Data
CompassCom
Software
Corporation Consultadd, Inc. DG Technologies
Possible Points
Conformance to RFP Requirements Pass/Fail Pass Pass Pass Pass Pass Pass Financial Viability and Marketplace Success 50 33 35 39 34 39 28 Ability to Sell and Deliver Service 150 101 117 115 114 121 93 Marketing Plan 100 50 78 76 78 79 61
Value Added Attributes 100 59 78 79 81 82 48
Depth and Breadth of Offered Equipment, Products, or Services 200 128 155 136 149 154 119 Pricing 400 245 260 323 328 329 235
Total Points 1,000 615 723 767 783 803 583
Rank Order 65 48 34 26 16 66
Dynamic Ideas LLC,
dba AlphaRoute
Education Logistics,
LLC
Emergent Health
Care Solutions, LLC
Energy Mission
Control, dba FuSE
Carbon
Technologies Experteers, LLC
Flagship Fleet
Managment, LLC Fleet Analytics, LLC
Possible Points
Conformance to RFP Requirements Pass/Fail Pass Pass Pass Pass Pass Pass Pass Financial Viability and Marketplace Success 50 33 37 37 31 37 35 35 Ability to Sell and Deliver Service 150 114 119 122 107 122 99 101 Marketing Plan 100 79 84 73 68 85 69 48
Value Added Attributes 100 72 82 78 68 77 65 66
Depth and Breadth of Offered Equipment, Products, or Services 200 146 160 141 125 162 139 144 Pricing 400 295 324 318 253 303 316 250
Total Points 1,000 738 805 768 651 785 723 643
Rank Order 43 13 32 61 25 47 62
Scott Dobereiner, CPPO, NIGPͲCPP, Procurement Analyst II Carol Jackson, Senior Procurement Analyst Mari Vielma, Procurement Analyst II Neva Crawford, Procurement Analyst I Proposal Evaluation

Fleet Management Technologies with Related Software Solutions RFP #102924 









 

2734
Flipturn, Inc. Ford
ForeFront Power,
LLC
Forward Thinking
Systems Geotab, Inc.

Global Cloud Fleet,
Inc., dba SVR
Tracking
Global Tracking
Communications,
LLC
Possible Points
Conformance to RFP Requirements Pass/Fail Pass Pass Pass Pass Pass Financial Viability and Marketplace Success 50 43 39 43 36 36 Ability to Sell and Deliver Service 150 113 122 125 110 123 Marketing Plan 100 80 81 84 83 80
Value Added Attributes 100 84 80 89 88 84
Depth and Breadth of Offered Equipment, Products, or Services 200 166 160 175 169 161 Pricing 400 338 330 334 344 325
Total Points 1,000 823 812 848 829 808
Rank Order 6 10 1 5 12
GoFleet
Corporation GPS Insight, LLC Hauler Hero, Inc.

Intangles USA, Inc.,
dba Intangles Lab
Corporation
IVS, Inc., dba
AngelTrax
Launch Mobility,
Inc. Legion Asset
Possible Points
Conformance to RFP Requirements Pass/Fail Pass Pass Pass Pass Pass Pass Pass Financial Viability and Marketplace Success 50 39 40 32 35 40 35 31 Ability to Sell and Deliver Service 150 127 120 113 102 124 109 101 Marketing Plan 100 83 77 72 71 81 83 64
Value Added Attributes 100 86 81 58 76 79 76 72
Depth and Breadth of Offered Equipment, Products, or Services 200 153 158 136 153 149 150 145 Pricing 400 325 316 265 303 325 301 295
Total Points 1,000 813 791 675 739 798 754 708
Rank Order 9 21 57 42 18 37 53
Lytx, Inc.

Magnum
Electronics, Inc.

Motive
Technologies, Inc. MoveEV, Inc. NeoTreks, Inc.

Nuclear Promise X,
Inc.

Olathe Ford Sales,
Inc., dba Olathe
Fleet Solutions
Possible Points
Conformance to RFP Requirements Pass/Fail Pass Pass Pass Pass Pass Financial Viability and Marketplace Success 50 38 35 39 38 38 Ability to Sell and Deliver Service 150 125 116 120 120 119 Marketing Plan 100 77 72 82 69 79
Value Added Attributes 100 85 72 84 69 79
Depth and Breadth of Offered Equipment, Products, or Services 200 158 155 168 138 155 Pricing 400 314 318 316 318 310
Total Points 1,000 797 767 808 750 780
Rank Order 19 33 11 39 28
Initials:

Proposal Evaluation
Fleet Management Technologies with Related Software Solutions RFP #102924











 

2735
One Step GPS
Onward Connected,
dba Onward Fleet
Solutions
Open TV, dba
Kudelski IoT
Openlane
Technology
Corporation Paladin Drones, Inc.

Parsons
Transportation
Group, Inc.

PowerFlex Systems,
LLC
Possible Points
Conformance to RFP Requirements Pass/Fail Pass Pass Pass Pass Financial Viability and Marketplace Success 50 37 30 31 36 Ability to Sell and Deliver Service 150 123 99 99 113
Marketing Plan 100 79 49 55 56
Value Added Attributes 100 81 67 65 72
Depth and Breadth of Offered Equipment, Products, or Services 200 160 149 130 144 Pricing 400 299 320 245 240
Total Points 1,000 779 713 625 660
Rank Order 29 51 64 58
PreCise MRM ProLogic ITS, LLC
Quetica Consulting
and Engineering
Radio Engineering
Industries, Inc. (REI) Route4Me, Inc.

Routeware, Inc.,
dba Wastech Corp.

RTA, dba RTA: The
Fleet Success
Company
Possible Points
Conformance to RFP Requirements Pass/Fail Pass Pass Pass Pass Pass Pass Pass Financial Viability and Marketplace Success 50 37 38 31 37 34 35 39 Ability to Sell and Deliver Service 150 114 120 113 114 105 110 118 Marketing Plan 100 78 80 69 75 85 81 81
Value Added Attributes 100 79 81 75 76 74 79 82
Depth and Breadth of Offered Equipment, Products, or Services 200 149 158 99 148 149 155 165 Pricing 400 318 219 268 337 298 319 330
Total Points 1,000 773 696 654 787 744 778 815
Rank Order 31 56 60 22 41 30 8
S44 LLC Samsara, Inc.

School Bus
Logistics, LLC
SHzoom
Technologies Inc.,
dba UPtime by
Shzoom
Smart Planet
Software, dba
FleetPaths Smart
Planet Software TALOSYS, Inc.

TELUS
Communications
Possible Points
Conformance to RFP Requirements Pass/Fail Pass Pass Pass Pass Pass Pass Financial Viability and Marketplace Success 50 44 34 33 33 39 42 Ability to Sell and Deliver Service 150 127 96 109 110 114 123 Marketing Plan 100 81 61 77 70 77 79
Value Added Attributes 100 84 65 68 75 73 86
Depth and Breadth of Offered Equipment, Products, or Services 200 170 130 124 155 168 155 Pricing 400 340 243 309 278 316 336
Total Points 1,000 847 629 719 721 787 820
Rank Order 2 63 50 49 23 7
Initials:

Proposal Evaluation
Fleet Management Technologies with Related Software Solutions RFP #102924











 

2736
Transfinder
Corporation

TRANSFORM

DIGITAL, LLC
Trapeze Software
Group, Inc.

TT FASTER, LLC dba
FASTER Asset
Solutions Tyler Technologies USCC Services, LLC Utilimarc, LLC Possible Points
Conformance to RFP Requirements Pass/Fail Pass Pass Pass Pass Pass Pass Pass Financial Viability and Marketplace Success 50 39 32 40 38 41 43 35 Ability to Sell and Deliver Service 150 116 82 116 117 124 118 107 Marketing Plan 100 72 48 74 77 80 81 72
Value Added Attributes 100 79 59 78 79 83 80 76
Depth and Breadth of Offered Equipment, Products, or Services 200 135 128 149 160 147 167 121 Pricing 400 268 213 294 315 293 315 297
Total Points 1,000 709 562 750 785 767 803 708
Rank Order 52 67 38 24 35 17 54
Utilitac Equipment
and Upfitting
Vecima Networks,
Inc., dba Nero
Global Tracking
Velocitor Solutions,
LLC
Vemoco Telematics,
LLC
Verizon Connect
NWF, Inc.

Via Transportation,
Inc, dba Remix
Technologies LLC Zonar Systems, Inc.

Possible Points
Conformance to RFP Requirements Pass/Fail Pass Pass Pass Pass Pass Pass Financial Viability and Marketplace Success 50 40 37 37 44 38 39 Ability to Sell and Deliver Service 150 119 115 115 126 118 116 Marketing Plan 100 78 76 76 79 70 78
Value Added Attributes 100 81 76 79 83 78 80
Depth and Breadth of Offered Equipment, Products, or Services 200 161 158 164 165 124 165 Pricing 400 301 294 333 343 310 326
Total Points 1,000 781 756 803 839 737 804
Rank Order 27 36 15 3 45 14
Initials:










 

2737
6/3/2026 Emily Combs
2738
Docusign Envelope ID: CD2F5557-5E2C-43C2-BB1D-672BAC922164

SOURCEWELL

STATE OF MINNESOTA
Member Dahl berg moved the adoption of the following Resolution:

RESOLUTION TO APPROVE SOLICITATION AND/OR RE-SOLICITATION OF CATEGORIES 8/20/2024
Resolution No. 2024_25
WHEREAS, Sourcewell desires to issue a solicitation, and is seeking permission from the Board to issue a solicitation, for the categories listed on Appendix A, which is attached and incorporated.

WHEREAS, through the Sourcewell Procurement Policy, the Board designated the Chief Procurement Officer to administer Sourcewell's cooperative purchasing and contracting program; and WHEREAS, the Chief Procurement Officer recommends approval of categories detailed above.

NOW THEREFORE BE IT RESOLVED that the Board of Directors hereby approves the solicitation of categories.

The motion for the adoption of the foregoing resolution was duly seconded by Member _A_r_t_s __ _ and the following voted in favor: {list names here)
Zylka, Nagel, Thiel, Barrows, Arts, Dahlberg
and the following voted against: (list names here or "NONE") NONE
whereupon said resolution was declared duly passed and adopted.

ATTEST:
a~F~?ss~iEADACF .•. d f D' ct erK to tne noar o ire ors 2739
Docusign Envelope ID: CD2F5557-5E2C-43C2-BB1D-672BAC922164 n
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SOURCEWELL PROCUREMENT DEPARTMENT
BOARD ITEMS - August 2024

APPENDIX A
Requesting Board permission to Solicit the following categories:

Artificial Intelligence (Al) Readiness, Implementation, and Support Services Requesting Board permission to Re-Solicit the following categories:

Facility Assessment & Planning with Related Services
Auction Services with Related Solutions
Fleet Management Technologies with Related Software Solutions Indefinite Delivery Indefinite Quantity - Kentucky

NEW CONTRACTS
Supplier Name Contract Number
Defiant Strength, Inc. 050924-DFT
Draper, Inc. 050924-DRP
Jaypro Sports 050924-JAY
Litania Sports Group dba Porter Athletic and Gill Athletics 050924-PTA The Prophet Corporation dba Gopher Sport 050924-PRO
Riddell/ All American Sports Corp 050924-RIL
School Health Corporation 050924-SHC
STEMfinity 050924-STN
Dynamic Fitness and Strength 052324-DYF
EGYM 052324-EGY
Life Fitness 052324-LFF
Precor 052324-PCR
SportsArt America 052324-SPA
TRUE Fitness Technologies 052324-TRU
Atlas Toyota Material Handling 053024-ATY
Crown Equipment Corporation 053024-CRO
Doosan Bobcat North America 053024-DIV
Hyster-Yale Group 053024-HYS
Hyundai Construction Equipment North America 053024-HCE Manitou North America 053024-MAI
Mitsubishi Logisnext Americas 053024-MCF

CONTRACT EXTENSIONS
Supplier Name Contract Number
Dover Fueling Solutions 092920-DVR
Litania Sports/Porter Athletic/Gill Athletics 071819-PTA School Health Physical Education 071819-PAL
Summer PBC 031623-SMR
Sunbelt Rentals 062320-SNB
Sweep America 062421-SWP
Verizon Connect NWF 020221-NWF
Samsara 020221-SAM
Johnson Controls 070121-JHN
Computer Aid 071321-CAI
Genasys 051321-GYS

NEW IDIQ CONTRACTS
Company Name Contract Number
ACCO Engineered Systems, Inc. TX-RZ-HVAC-052124-AES
ACCO Engineered Systems, Inc. TX-RS-HVAC-052124-AES
Solicitation Title
"Athletic and Physical Education Equipment with Related Supplies" "Athletic and Physical Education Equipment with Related Supplies" "Athletic and Physical Education Equipment with Related Supplies" "Athletic and Physical Education Equipment with Related Supplies" "Athletic and Physical Education Equipment with Related Supplies" "Athletic and Physical Education Equipment with Related Supplies" "Athletic and Physical Education Equipment with Related Supplies" "Athletic and Physical Education Equipment with Related Supplies" "Fitness Equipment with Related Accessories and Services' "Fitness Equipment with Related Accessories and Services' "Fitness Equipment with Related Accessories and Services' "Fitness Equipment with Related Accessories and Services' "Fitness Equipment with Related Accessories and Services' "Fitness Equipment with Related Accessories and Services' "Forklifts, Lift Trucks with Related Products and Services' "Forklifts, Lift Trucks with Related Products and Services' "Forklifts, Lift Trucks with Related Products and Services' "Forklifts, Lift Trucks with Related Products and Services' "Forklifts, Lift Trucks with Related Products and Services' "Forklifts, Lift Trucks with Related Products and Services' "Forklifts, Lift Trucks with Related Products and Services' Solicitation Title
"Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services"
"Athletic and Physical Education Equipment and Supplies with Related Accessories"
"Athletic and Physical Education Equipment and Supplies with Related Accessories"
"Employee Financial Wellness Programming and Related EmployerSponsored Financial Solutions" "Equipment Rentals with Related Services'
"Facilities Maintenance Services"
"Fleet Management Technologies with Related Software Solutions" "Fleet Management Technologies with Related Software Solutions" "HVAC Systems and Related Services"
"IT Managed Service and Staff Augmentation Solutions'
"Public Safety Software"
Region - Type of Work I
Region 2 / Gulf Coast Texas
Region 5 / Rio Grande Valley
2740
Docusign Envelope ID: CD2F5557-5E2C-43C2-BB1D-672BAC922164 APPENDIX A Continued
Acumen Enterprises, Inc. TX-Rl-GC-052124-ACU Region 1 / Central Texas Acumen Enterprises, Inc. TX-Rl-HVAC-052124-ACU Region 1 / Central Texas Acumen Enterprises, Inc. TX-Rl-PLUM-052124-ACU Region 1 / Central Texas Acumen Enterprises, Inc. TX-R2-GC-052124-ACU Region 2 / Gulf Coast Texas Acumen Enterprises, Inc. TX-R2-HVAC-052124-ACU Region 2 / Gulf Coast Texas Acumen Enterprises, Inc. TX-R2-PLUM-052124-ACU Region 2 / Gulf Coast Texas Acumen Enterprises, Inc. TX-R3-GC-052124-ACU Region 3 / North Texas Acumen Enterprises, Inc. TX-R3-HVAC-052124-ACU Region 3 / North Texas Acumen Enterprises, Inc. TX-R3-PLUM-052124-ACU Region 3 / North Texas Acumen Enterprises, Inc. TX-R4-GC-052124-ACU Region 4 / Panhandle Texas Acumen Enterprises, Inc. TX-R4-HVAC-052124-ACU Region 4 / Panhandle Texas Acumen Enterprises, Inc. TX-R4-PLUM-052124-ACU Region 4 / Panhandle Texas Acumen Enterprises, Inc. TX-RS-GC-052124-ACU Region 5 / Rio Grande Valley Acumen Enterprises, Inc. TX-RS-HVAC-052124-ACU Region 5 / Rio Grande Valley Acumen Enterprises, Inc. TX-RS-PLUM-052124-ACU Region 5 / Rio Grande Valley Acumen Enterprises, Inc. TX-RG-GC-052124-ACU Region 6 / West Texas Acumen Enterprises, Inc. TX-RG-HVAC-052124-ACU Region 6 / West Texas Acumen Enterprises, Inc. TX-RG-PLUM-052124-ACU Region 6 / West Texas Amstar, Inc. TX-Rl-GC-052124-AMS Region 1 / Central Texas Amstar, Inc. TX-R2-GC-052124-AMS Region 2 / Gulf Coast Texas Amstar, Inc. TX-R3-GC-052124-AMS Region 3 / North Texas Amstar, Inc. TX-R4-GC-052124-AMS Region 4 / Panhandle Texas Amstar, Inc. TX-RS-GC-052124-AMS Region 5 / Rio Grande Valley Amstar, Inc. TX-RG-GC-052124-AMS Region 6 / West Texas
Basic IDIQ, Inc. TX-Rl-GC-052124-BII Region 1 / Central Texas Basic IDIQ, Inc. TX-R2-GC-052124-BII Region 2 / Gulf Coast Texas Basic IDIQ, Inc. TX-R3-GC-052124-BII Region 3 / North Texas Basic IDIQ, Inc. TX-R4-GC-052124-BII Region 4 / Panhandle Texas Basic IDIQ, Inc. TX-RS-GC-052124-BII Region 5 / Rio Grande Valley Basic IDIQ, Inc. TX-RG-GC-052124-BII Region 6 / West Texas Champion Flooring, LLC TX-Rl-F-052124-CFL Region 1 / Central Texas Champion Flooring, LLC TX-R2-F-052124-CFL Region 2 / Gulf Coast Texas Champion Flooring, LLC TX-R3-F-052124-CFL Region 3 / North Texas Champion Flooring, LLC TX-R4-F-052124-CFL Region 4 / Panhandle Texas Champion Flooring, LLC TX-RS-F-052124-CFL Region 5 / Rio Grande Valley Champion Flooring, LLC TX-RG-F-052124-CFL Region 6 / West Texas CORE Construction Services of Texas, Inc. TX-Rl-GC-052124-CCT Region 1 / Central Texas CORE Construction Services of Texas, Inc. TX-R2-GC-052124-CCT Region 2 / Gulf Coast Texas CORE Construction Services of Texas, Inc. TX-R3-GC-052124-CCT Region 3 / North Texas CORE Construction Services of Texas, Inc. TX-RS-GC-052124-CCT Region 5 / Rio Grande Valley CORE Construction Services of Texas, Inc. TX-RG-GC-052124-CCT Region 6 / West Texas Dardon Construction, Inc. TX-Rl-RW-052124-DDO Region 1 / Central Texas Dardon Construction, Inc. TX-R3-RW-052124-DDO Region 3 / North Texas Dardon Construction, Inc. TX-RG-RW-052124-DDO Region 6 / West Texas F.H. Paschen, S.N. Nielsen & Associates, LLC TX-Rl-GC-052124-FHP Region 1 / Central Texas F.H. Paschen, S.N. Nielsen & Associates, LLC TX-R2-GC-052124-FHP Region 2 / Gulf Coast Texas F.H. Paschen, S.N. Nielsen & Associates, LLC TX-R3-GC-052124-FHP Region 3 / North Texas F.H. Paschen, S.N. Nielsen & Associates, LLC TX-R4-GC-052124-FHP Region 4 / Panhandle Texas F.H. Paschen, S.N. Nielsen & Associates, LLC TX-RS-GC-052124-FHP Region 5 / Rio Grande Valley F.H. Paschen, S.N. Nielsen & Associates, LLC TX-RG-GC-052124-FHP Region 6 / West Texas Freedom Construction, LLC TX-R3-GC-052124-FRC Region 3 / North Texas GG Contractors, LLC TX-Rl-GC-052124-GGC Region 1 / Central Texas GG Contractors, LLC TX-Rl-P-052124-GGC Region 1 / Central Texas GG Contractors, LLC TX-Rl-F-052124-GGC Region 1 / Central Texas GG Contractors, LLC TX-Rl-MR-052124-GGC Region 1 / Central Texas GG Contractors, LLC TX-R2-GC-052124-GGC Region 2 / Gulf Coast Texas GG Contractors, LLC TX-R2-P-052124-GGC Region 2 / Gulf Coast Texas GG Contractors, LLC TX-R2-F-052124-GGC Region 2 / Gulf Coast Texas GG Contractors, LLC TX-R2-MR-052124-GGC Region 2 / Gulf Coast Texas GG Contractors, LLC TX-R3-GC-052124-GGC Region 3 / North Texas GG Contractors, LLC TX-R3-P-052124-GGC Region 3 / North Texas GG Contractors, LLC TX-R3-F-052124-GGC Region 3 / North Texas GG Contractors, LLC TX-R3-MR-052124-GGC Region 3 / North Texas GG Contractors, LLC TX-R4-GC-052124-GGC Region 4 / Panhandle Texas GG Contractors, LLC TX-R4-P-052124-GGC Region 4 / Panhandle Texas GG Contractors, LLC TX-R4-F-052124-GGC Region 4 / Panhandle Texas GG Contractors, LLC TX-R4-MR-052124-GGC Region 4 / Panhandle Texas 2741
Docusign Envelope ID: CD2F5557-5E2C-43C2-BB1D-672BAC922164 APPENDIX A Continued
GG Contractors, LLC TX-RS-GC-052124-GGC Region 5 / Rio Grande Valley GG Contractors, LLC TX-RS-P-052124-GGC Region 5 / Rio Grande Valley GG Contractors, LLC TX-RS-F-052124-GGC Region 5 / Rio Grande Valley GG Contractors, LLC TX-RS-MR-052124-GGC Region 5 / Rio Grande Valley GG Contractors, LLC TX-RG-GC-052124-GGC Region 6 / West Texas GG Contractors, LLC TX-RG-P-052124-GGC Region 6 / West Texas GG Contractors, LLC TX-RG-F-052124-GGC Region 6 / West Texas GG Contractors, LLC TX-RG-MR-052124-GGC Region 6 / West Texas Gomez Floor Covering, Inc., dba GFC Contracting TX-Rl-GC-052124-GFC Region 1 / Central Texas Gomez Floor Covering, Inc., dba GFC Contracting TX-Rl-P-052124-GFC Region 1 / Central Texas Gomez Floor Covering, Inc., dba GFC Contracting TX-Rl-F-052124-GFC Region 1 / Central Texas Gomez Floor Covering, Inc., dba GFC Contracting TX-Rl-M R-052124-G FC Region 1 / Central Texas Gomez Floor Covering, Inc., dba GFC Contracting TX-R3-GC-052124-GFC Region 3 / North Texas Gomez Floor Covering, Inc., dba GFC Contracting TX-R3-P-052124-GFC Region 3 / North Texas Gomez Floor Covering, Inc., dba GFC Contracting TX-R3-F-052124-GFC Region 3 / North Texas Gomez Floor Covering, Inc., dba GFC Contracting TX-R3-MR-052124-GFC Region 3 / North Texas HCR Construction, Inc. TX-Rl-GC-052124-HCR Region 1 / Central Texas HCR Construction, Inc. TX-R2-GC-052124-HCR Region 2 / Gulf Coast Texas HCR Construction, Inc. TX-R3-GC-052124-HCR Region 3 / North Texas HCR Construction, Inc. TX-R4-GC-052124-HCR Region 4 / Panhandle Texas HCR Construction, Inc. TX-RS-GC-052124-HCR Region 5 / Rio Grande Valley HCR Construction, Inc. TX-RG-GC-052124-HCR Region 6 / West Texas J & K Project Management Consultants, LLC TX-R3-GC-052124-JKP Region 3 / North Texas Jesse A Bratton TX-Rl-E-052124-COS Region 1 / Central Texas JK Dennard Construction, LLC TX-R4-GC-052124-JKD Region 4 / Panhandle Texas Johnson-Laux Construction TX-Rl-GC-052124-JLC Region 1 / Central Texas Johnson-Laux Construction TX-R2-GC-052124-JLC Region 2 / Gulf Coast Texas Johnson-Laux Construction TX-R3-GC-052124-JLC Region 3 / North Texas Johnson-Laux Construction TX-R4-GC-052124-JLC Region 4 / Panhandle Texas Johnson-Laux Construction TX-RS-GC-052124-JLC Region 5 / Rio Grande Valley Johnson-Laux Construction TX-RG-GC-052124-JLC Region 6 / West Texas JR Tri-State General Contracting Group, Inc. TX-R4-GC-052124-JRT Region 4 / Panhandle Texas Lee Construction and Maintenance Co TX-Rl-GC-052124-LCM Region 1 / Central Texas Lee Construction and Maintenance Co TX-R2-GC-052124-LCM Region 2 / Gulf Coast Texas Lee Construction and Maintenance Co TX-R2-P-052124-LCM Region 2 / Gulf Coast Texas Lee Construction and Maintenance Co TX-R2-F-052124-LCM Region 2 / Gulf Coast Texas Lee Construction and Maintenance Co TX-R2-MR-052124-LCM Region 2 / Gulf Coast Texas Lee Construction and Maintenance Co TX-R3-GC-052124-LCM Region 3 / North Texas Lee Construction and Maintenance Co TX-R4-GC-052124-LCM Region 4 / Panhandle Texas Lee Construction and Maintenance Co TX-RS-GC-052124-LCM Region 5 / Rio Grande Valley Lee Construction and Maintenance Co TX-RG-GC-052124-LCM Region 6 / West Texas Lopez and Son's, Inc. TX-R2-GC-052124-LOP Region 2 / Gulf Coast Texas Lopez and Son's, Inc. TX-R3-GC-052124-LOP Region 3 / North Texas Lopez and Son's, Inc. TX-R4-GC-052124-LOP Region 4 / Panhandle Texas Lopez and Son's, Inc. TX-RG-GC-052124-LOP Region 6 / West Texas Mid-Tex of Midland, Inc. TX-Rl-GC-052124-MTOM Region 1 / Central Texas Mid-Tex of Midland, Inc. TX-Rl-P-052124-MTOM Region 1 / Central Texas Mid-Tex of Midland, Inc. TX-Rl-F-052124-MTOM Region 1 / Central Texas Mid-Tex of Midland, Inc. TX-R4-GC-052124-MTOM Region 4 / Panhandle Texas Mid-Tex of Midland, Inc. TX-R4-P-052124-MTOM Region 4 / Panhandle Texas Mid-Tex of Midland, Inc. TX-R4-F-052124-MTOM Region 4 / Panhandle Texas Mid-Tex of Midland, Inc. TX-RG-GC-052124-MTOM Region 6 / West Texas Mid-Tex of Midland, Inc. TX-RG-P-052124-MTOM Region 6 / West Texas Mid-Tex of Midland, Inc. TX-RG-F-052124-MTOM Region 6 / West Texas Nash Industries, Inc. TX-Rl-GC-052124-NASH Region 1 / Central Texas Nash Industries, Inc. TX-R2-GC-052124-NASH Region 2 / Gulf Coast Texas Nash Industries, Inc. TX-R3-GC-052124-NASH Region 3 / North Texas Post L Group, LLC TX-Rl-GC-052124-POST Region 1 / Central Texas Post L Group, LLC TX-R2-GC-052124-POST Region 2 / Gulf Coast Texas Post L Group, LLC TX-R3-GC-052124-POST Region 3 / North Texas SDB, Inc. TX-Rl-GC-052124-SDB Region 1 / Central Texas
SDB, Inc. TX-R2-GC-052124-SDB Region 2 / Gulf Coast Texas SDB, Inc. TX-R3-GC-052124-SDB Region 3 / North Texas
SDB, Inc. TX-R4-GC-052124-SDB Region 4 / Panhandle Texas SDB, Inc. TX-RS-GC-052124-SDB Region 5 / Rio Grande Valley SDB, Inc. TX-RG-GC-052124-SDB Region 6 / West Texas
Staples Construction TX-R3-GC-052124-STA Region 3 / North Texas 2742
Docusign Envelope ID: CD2F5557-5E2C-43C2-BB1D-672BAC922164 APPENDIX A Continued
Staples Construction TX-R4-GC-052124-STA Region 4 / Panhandle Texas Structured Construction, LLC TX-R3-GC-052124-SCL Region 3 / North Texas Teinert Construction TX-R3-GC-052124-TCB Region 3 / North Texas Teinert Construction TX-R4-GC-052124-TCB Region 4 / Panhandle Texas The Polote Corporation TX-Rl-GC-052124-TPC Region 1 / Central Texas The Polote Corporation TX-R2-GC-052124-TPC Region 2 / Gulf Coast Texas The Polote Corporation TX-R3-GC-052124-TPC Region 3 / North Texas The Polote Corporation TX-R4-GC-052124-TPC Region 4 / Panhandle Texas The Polote Corporation TX-RS-GC-052124-TPC Region 5 / Rio Grande Valley The Polote Corporation TX-RG-GC-052124-TPC Region 6 / West Texas The Pounds Group, LLC, Sullivan Contracting Services TX-Rl-GC-052124-SUL Region 1 / Central Texas The Pounds Group, LLC, Sullivan Contracting Services TX-R3-GC-052124-SUL Region 3 / North Texas Veliz Company, LLC TX-Rl-GC-052124-VCL Region 1 / Central Texas Veliz Company, LLC TX-Rl-PAC-052124-VCL Region 1 / Central Texas Veliz Company, LLC TX-Rl-P-052124-VCL Region 1 / Central Texas Veliz Company, LLC TX-Rl-F-052124-VCL Region 1 / Central Texas Veliz Company, LLC TX-Rl-MR-052124-VCL Region 1 / Central Texas Veliz Company, LLC TX-R3-GC-052124-VCL Region 3 / North Texas Veliz Company, LLC TX-R3-PAC-052124-VCL Region 3 / North Texas Veliz Company, LLC TX-R3-P-052124-VCL Region 3 / North Texas Veliz Company, LLC TX-R3-F-052124-VCL Region 3 / North Texas Veliz Company, LLC TX-R3-MR-052124-VCL Region 3 / North Texas Veliz Company, LLC TX-RS-GC-052124-VCL Region 5 / Rio Grande Valley Veliz Company, LLC TX-RS-PAC-052124-VCL Region 5 / Rio Grande Valley Veliz Company, LLC TX-RS-P-052124-VCL Region 5 / Rio Grande Valley Veliz Company, LLC TX-RS-F-052124-VCL Region 5 / Rio Grande Valley Veliz Company, LLC TX-RS-MR-052124-VCL Region 5 / Rio Grande Valley Veliz Company, LLC TX-RG-GC-052124-VCL Region 6 / West Texas Veliz Company, LLC TX-RG-PAC-052124-VCL Region 6 / West Texas Veliz Company, LLC TX-RG-P-052124-VCL Region 6 / West Texas Veliz Company, LLC TX-RG-F-052124-VCL Region 6 / West Texas Veliz Company, LLC TX-RG-MR-052124-VCL Region 6 / West Texas WWRC, Inc. TX-R4-GC-052124-WRI Region 4 / Panhandle Texas WWRC, Inc. TX-R4-RW-052124-WRI Region 4 / Panhandle Texas WWRC, Inc. TX-R4-HVAC-052124-WRI Region 4 / Panhandle Texas WWRC, Inc. TX-R4-F-052124-WRI Region 4 / Panhandle Texas Company Name Contract Number

IDIQ CONTRACT EXTENSIONS
Adrian L. Merton, Inc. VA-Rl-HVAC-072023-ALM
Centennial Contractors Enterprises, Inc. VA-Rl-GC-072023-CCE Centennial Contractors Enterprises, Inc. VA-R3-GC-072023-CCE Centennial Contractors Enterprises, Inc. VA-R4-GC-072023-CCE F.H. Paschen, S.N. Nielsen & Associates, LLC VA-R2-GC-072023-FHP General & Mechanical Services VA-Rl-HVAC-072023- GMS
Johnson-Laux Construction, LLC VA-R2-GC-072023-JLC
Johnson-Laux Construction, LLC VA-R3-GC-072023-J LC
Nichols Contracting, Inc. VA-Rl-GC-072023-N IC
Nichols Contracting, Inc. VA-R4-GC-072023-N IC
Paige Industrial Services, Inc. VA-Rl-E-072023-PAI
Paige Industrial Services, Inc. VA-R3-E-072023-PAI
Paige Industrial Services, Inc. VA-R4-E-072023-PAI
Paige Industrial Services, Inc. VA-R4-GC-072023-PAI
Service Mechanical, Inc. VA-Rl-HVAC-072023-SER
S-Works Construction Corporation VA-Rl-GC-072023-SWC
S-Works Construction Corporation VA-R2-GC-072023-SWC
S-Works Construction Corporation VA-R3-GC-072023-SWC
S-Works Construction Corporation VA-R4-GC-072023-SWC
The Matthews Group VA-Rl-GC-072023-TMG
The Matthews Group VA-R3-GC-072023-TMG
The Matthews Group VA-R4-GC-072023-TMG
Vigil Contracting, Inc. VA-Rl-GC-072023-VGL
Paige Industrial Services, Inc. VA-R3-GC-072023-PAI
2743
Docusign Envelope ID: CE47771 B-CDFD-4989-88B7-B58C5E8FE425 ."9)1M[lfr 4,ti, ur ~<)
f ~ .. SOURCEWELL S' t
STATE OF MINNESOTA Sourcewell ~
Member Bar rows moved the adoption of the following Resolution:

RESOLUTION TO RATIFY COOPERATIVE CONTRACTING AWARDS
5/20/2025
Resolution No. 2025_19
WHEREAS, the Sourcewell Board of Directors previously authorized the solicitations for the cooperative categories listed on Appendix A, which is attached and incorporated; and WHEREAS, Sourcewell issued the cooperative contracting solicitations for the authorized categories; and WHEREAS, through the Sourcewell Procurement Policy, the Board designated the Chief Procurement Officer to administer Sourcewell's cooperative purchasing and contracting program and to award all competitively solicited contracts, without limitation; and
WHEREAS, the Chief Procurement Officer made the awards listed based on the results of the competitive solicitation process; and
WHEREAS, the Board acknowledges that the awards made by the Chief Procurement Officer are valid and binding; however, based upon some members' legal requirements the Chief Procurement Official is required to seek subsequent Board ratification of all cooperative purchasing awards.

NOW THEREFORE BE IT RESOLVED by the Board of Directors ratifies the cooperative contracting awards made by the Chief Procurement Officer listed on Appendix A.

The motion for the adoption of the foregoing resolution was duly seconded by Member_P_f_e_i_f_f_e_r_ and the following voted in favor: (list names here)
Zylka, Thiel, Nagel, Kicker, and Dahlberg
and the following voted against: (list names here or "NONE") NONE
whereupon said resolution was declared duly passed and adopted.

ATTEST:

Clerk to the Board of Directors
2744
Docusign Envelope ID: CE47771 B-CDFD-4989-88B7-B58C5E8FE425

APPENDIX A

SOURCEWELL PROCUREMENT DEPARTMENT
BOARD ITEMS - May 2025
n Requesting Board permission to Solicit the following categories: 0 z Language Services (Interpreting, Translating, and Language Testing and Training) Ill :::j m Requesting Board permission to Re-Solicit the following categories: z m -I Virtual Behavioral Health Therapy and Related Services :s: l> Ill Ci\ Underground Infrastructure Inspection and Rehabilitation Equipment with Related Services m z Ice Rink and Arena Equipment with Related Supplies and Services C
l> Automobiles, SUVs, Vans, and Light Trucks with Related Equipment and Accessories

NEW CONTRACTS
Supplier Name Contract Number Solicitation Title
Global Tracking Communications dba GPS Trackit 102924-GPS Fleet Management Technologies with Related Software Solutions AdvantageOne Technology, Inc. 102924-ADO Fleet Management Technologies with Related Software Solutions Agile Fleet, Inc. 102924-AAC Fleet Management Technologies with Related Software Solutions CompassData, Inc. dba CompassCom Software 102924-CMP Fleet Management Technologies with Related Software Solutions Corporation
Education Logistics, Inc. 102924-EDL Fleet Management Technologies with Related Software Solutions Ford Motor Company 102924-FMC Fleet Management Technologies with Related Software Solutions Forward Thinking Systems, LLC 102924-FWD Fleet Management Technologies with Related Software Solutions Geotab, Inc. 102924-GEO Fleet Management Technologies with Related Software Solutions Global Cloud Fleet Inc. dba SVR Tracking 102924-GCF Fleet Management Technologies with Related Software Solutions GPS Insight, LLC 102924-GPI Fleet Management Technologies with Related Software Solutions IVS, Inc. dba AngelTrax 102924-IVS Fleet Management Technologies with Related Software Solutions Lytx, Inc. 102924-LYX Fleet Management Technologies with Related Software Solutions Motive Technologies, Inc. 102924-MTV Fleet Management Technologies with Related Software Solutions Ron Turley Associates, Inc. dba RTA 102924-RTA Fleet Management Technologies with Related Software Solutions Samsara, Inc. 102924-SAM Fleet Management Technologies with Related Software Solutions TELUS Communications, Inc. dba Skyhawk Telematics 102924-SKY Fleet Management Technologies with Related Software Solutions USCC Services, LLC 102924-USC Fleet Management Technologies with Related Software Solutions n
0 Vemoco Telematics, LLC 102924-VEM Fleet Management Technologies with Related Software Solutions z Ill
m
z Verizon Connect NWF, Inc. 102924-NWF Fleet Management Technologies with Related Software Solutions -I l>
Ci\
m Zenduit Corporation 102924-ZEN Fleet Management Technologies with Related Software Solutions z C
l>
:::j Zonar Systems, Inc. 102924-ZSI Fleet Management Technologies with Related Software Solutions m :s:

Ill Beonic, Inc. 022525-BEO Passenger and Crowd Flow Management Solutions and Related Products
Embross USA, Inc. 022525-EBS Passenger and Crowd Flow Management Solutions and Related Products
lnfodev Electronic Designers International, Inc. 022525-IFD Passenger and Crowd Flow Management Solutions and Related Products
Kaizen Laboratories, Inc. 022525-KZN Passenger and Crowd Flow Management Solutions and Related Products
PMY ETS (USA), Inc. 022525-PMY Passenger and Crowd Flow Management Solutions and Related Products
Urban Solar, Inc. 022525-URS Passenger and Crowd Flow Management Solutions and Related Products
2745
Docusign Envelope ID: CE47771 B-CDFD-4989-88B7-B58C5E8FE425 APPENDIX A Continued
Xovis USA, Inc. 022525-XOV Passenger and Crowd Flow Management Solutions and Related Products
Brainstorm Studios, LLC 010725-BRS STEM Education Solutions and Equipment with Related Accessories, Supplies and Services
Carolina Biological Supply Company 010725-CBS STEM Education Solutions and Equipment with Related Accessories, Supplies and Services
H21 Group, Inc. 010725-H21 STEM Education Solutions and Equipment with Related Accessories, Supplies and Services
Lakeshore Learning Materials, LLC 010725-LSH STEM Education Solutions and Equipment with Related Accessories, Supplies and Services
Nasco Education, LLC 010725-NAS STEM Education Solutions and Equipment with Related Accessories, Supplies and Services
Palmer Hamilton, LLC 010725-PHL STEM Education Solutions and Equipment with Related Accessories, Supplies and Services
STEM For Kids, LLC 010725-SFK STEM Education Solutions and Equipment with Related Accessories, Supplies and Services
STEMfinity, LLC 010725-STN STEM Education Solutions and Equipment with Related Accessories, Supplies and Services
Tequipment, Inc. 010725-TEQ STEM Education Solutions and Equipment with Related Accessories, Supplies and Services
The Prophet Corporation dba STEM Supplies 010725-STM STEM Education Solutions and Equipment with Related Accessories, Supplies and Services

CONTRACT EXTENSIONS
Supplier Name Contract Number Solicitation Title
Auto Plus-Pep Boys 032521-PEP "Aftermarket Vehicle Parts and Supplies" AstroTurf 031622-AST "Artificial Turf and Tracks with Installation, Related Equipment, Materials and Supplies"
H21 Group 031622-H21 "Artificial Turf and Tracks with Installation, Related Equipment, Materials and Supplies"
Hellas Construction 031622-KLC "Artificial Turf and Tracks with Installation, Related Equipment, Materials and Supplies"
Shaw Sports Turf 031622-SII "Artificial Turf and Tracks with Installation, Related Equipment, Materials and Supplies"
Turf Nation 031622-TNA "Artificial Turf and Tracks with Installation, Related Equipment, Materials and Supplies"
AstroTurf 031022-AST "Athletic Surfaces with Installation, Related Equipment, Materials and Services"
Robbins 031022-RBI "Athletic Surfaces with Installation, Related Equipment, Materials and Services"
Box Gang 040621-BXG "Bulk Solid Waste and Recycling Equipment" Hol-Mac 040621-HMC "Bulk Solid Waste and Recycling Equipment" Petersen Ind. 040621-PII "Bulk Solid Waste and Recycling Equipment" Wastequip 040621-WQI "Bulk Solid Waste and Recycling Equipment" Siemens 042221-SIE "Electric Vehicle Supply Equipment and Related Services" Sysco Corp. 111621-SYC "Food Products and Distribution for School Food Authorities with Related Supplies, Technology and Services"
US Foods 111621-USF "Food Products and Distribution for School Food Authorities with Related Supplies, Technology and Services"
L3Harris Technologies 042021-L3H "Public Safety Communications Technology and Hardware Solutions"
Westnet 042021-WNT "Public Safety Communications Technology and Hardware Solutions"
Deccan 051321-DEC "Public Safety Software"
Off Duty Management 051321-OFF "Public Safety Software" SmartCOP, Inc. 051321-SMT "Public Safety Software"
Utility Associates 051321-UTI "Public Safety Software"
Elliott Equipment Company 110421-EEC "Public Utility Equipment with Related Accessories and Supplies" Alamo Group 070821-AGI "Road Right-of-Way Maintenance Equipment" Diamond Mowers 070821-DMM "Road Right-of-Way Maintenance Equipment"

NEW IDIQ CONTRACTS
Company Name Contract Number Region - Type of Work
42 Construction, LLC NM-Rl-GC-031325-42C Region 1-General Construction 42 Construction, LLC NM-Rl-HVAC-031325-42C Region 1-HVAC/Mechanical 2746
Docusign Envelope ID: CE47771 B-CDFD-4989-88B7-B58C5E8FE425 APPENDIX A Continued
42 Construction, LLC NM-Rl-PLUM-031325-42C Region 1-Plumbing 42 Construction, LLC NM-Rl-E-031325-42C Region 1-Electrical 42 Construction, LLC NM-Rl-CC-031325-42C Region 1-Site/Civil 42 Construction, LLC NM-Rl-RW-031325-42C Region 1-Roofing and Weatherproofing 42 Construction, LLC NM-R2-GC-031325-42C Region 2-General Construction 42 Construction, LLC NM-R2-HVAC-031325-42C Region 2-HVAC/Mechanical 42 Construction, LLC NM-R2-PLUM-031325-42C Region 2-Plumbing 42 Construction, LLC NM-R2-E-031325-42C Region 2-Electrical 42 Construction, LLC NM-R2-CC-031325-42C Region 2-Site/Civil 42 Construction, LLC NM-R2-RW-031325-42C Region 2-Roofing and Weatherproofing 42 Construction, LLC NM-R3-GC-031325-42C Region 3-General Construction 42 Construction, LLC NM-R3-HVAC-031325-42C Region 3-HVAC/Mechanical 42 Construction, LLC NM-R3-PLUM-031325-42C Region 3-Plumbing 42 Construction, LLC NM-R3-E-031325-42C Region 3-Electrical 42 Construction, LLC NM-R3-CC-031325-42C Region 3-Site/Civil 42 Construction, LLC NM-R3-RW-031325-42C Region 3-Roofing and Weatherproofing 42 Construction, LLC NM-R4-GC-031325-42C Region 4-General Construction 42 Construction, LLC NM-R4-HVAC-031325-42C Region 4-HVAC/Mechanical 42 Construction, LLC NM-R4-PLUM-031325-42C Region 4-Plumbing 42 Construction, LLC NM-R4-E-031325-42C Region 4-Electrical 42 Construction, LLC NM-R4-CC-031325-42C Region 4-Site/Civil 42 Construction, LLC NM-R4-RW-031325-42C Region 4-Roofing and Weatherproofing 42 Construction, LLC NM-RS-GC-031325-42C Region 5-General Construction 42 Construction, LLC NM-RS-HVAC-031325-42C Region 5-HVAC/Mechanical 42 Construction, LLC NM-RS-PLUM-031325-42C Region 5-Plumbing 42 Construction, LLC NM-RS-E-031325-42C Region 5-Electrical 42 Construction, LLC NM-RS-CC-031325-42C Region 5-Site/Civil 42 Construction, LLC NM-RS-RW-031325-42C Region 5-Roofing and Weatherproofing Consolidated Builders of NM, LLC NM-Rl-GC-031325-COB Region 1 -General Construction Consolidated Builders of NM, LLC NM-R2-GC-031325-COB Region 2-General Construction Consolidated Builders of NM, LLC NM-R3-GC-031325-COB Region 3-General Construction Consolidated Builders of NM, LLC NM-R4-GC-031325-COB Region 4-General Construction Consolidated Builders of NM, LLC NM-RS-GC-031325-COB Region 5-General Construction CORE Construction, Inc. NM-Rl-GC-031325-CORE Region 1 -General Construction CORE Construction, Inc. NM-R2-GC-031325-CORE Region 2-General Construction CORE Construction, Inc. NM-R3-GC-031325-CORE Region 3-General Construction CORE Construction, Inc. NM-R4-GC-031325-CORE Region 4-General Construction CORE Construction, Inc. NM-RS-GC-031325-CORE Region 5-General Construction D.R.B. Electric, Inc. NM-Rl-E-031325-DRB Region 1-Electrical D.R.B. Electric, Inc. NM-R2-E-031325-DRB Region 2-Electrical D.R.B. Electric, Inc. NM-R3-E-031325-DRB Region 3-Electrical D.R.B. Electric, Inc. NM-R4-E-031325-DRB Region 4-Electrical D.R.B. Electric, Inc. NM-RS-E-031325-DRB Region 5-Electrical GM Builders, Inc. NM-Rl-GC-031325-GMB Region 1-General Construction GM Builders, Inc. NM-Rl-HVAC-031325-GMB Region 1-HVAC/Mechanical GM Builders, Inc. NM-Rl-PLUM-031325-GMB Region 1-Plumbing GM Builders, Inc. NM-Rl-E-031325-GMB Region 1-Electrical GM Builders, Inc. NM-Rl-CC-031325-GMB Region 1-Site/Civil GM Builders, Inc. NM-Rl-RW-031325-GMB Region 1-Roofing and Weatherproofing GM Builders, Inc. NM-R2-GC-031325-GMB Region 2-General Construction GM Builders, Inc. NM-R2-HVAC-031325-GMB Region 2-HVAC/Mechanical GM Builders, Inc. NM-R2-PLUM-031325-GMB Region 2-Plumbing GM Builders, Inc. NM-R2-E-031325-GMB Region 2-Electrical GM Builders, Inc. NM-R2-CC-031325-GMB Region 2-Site/Civil GM Builders, Inc. NM-R2-RW-031325-GMB Region 2-Roofing and Weatherproofing GM Builders, Inc. NM-R3-GC-031325-GMB Region 3-General Construction GM Builders, Inc. NM-R3-HVAC-031325-GMB Region 3-HVAC/Mechanical GM Builders, Inc. NM-R3-PLUM-031325-GMB Region 3-Plumbing GM Builders, Inc. NM-R3-E-031325-GMB Region 3-Electrical GM Builders, Inc. NM-R3-CC-031325-GMB Region 3-Site/Civil GM Builders, Inc. NM-R3-RW-031325-GMB Region 3-Roofing and Weatherproofing GM Builders, Inc. NM-R4-GC-031325-GMB Region 4-General Construction GM Builders, Inc. NM-R4-HVAC-031325-GMB Region 4-HVAC/Mechanical GM Builders, Inc. NM-R4-PLUM-031325-GMB Region 4-Plumbing GM Builders, Inc. NM-R4-E-031325-GMB Region 4-Electrical GM Builders, Inc. NM-R4-CC-031325-GMB Region 4-Site/Civil GM Builders, Inc. NM-R4-RW-031325-GMB Region 4-Roofing and Weatherproofing 2747
Docusign Envelope ID: CE47771 B-CDFD-4989-88B7-B58C5E8FE425 APPENDIX A Continued
GM Builders, Inc. NM-RS-GC-031325-GMB Region 5-General Construction GM Builders, Inc. NM-RS-HVAC-031325-GMB Region 5-HVAC/Mechanical GM Builders, Inc. NM-RS-PLUM-031325-GMB Region 5-Plumbing GM Builders, Inc. NM-RS-E-031325-GMB Region 5-Electrical GM Builders, Inc. NM-RS-CC-031325-GMB Region 5-Site/Civil GM Builders, Inc. NM-RS-RW-031325-GMB Region 5-Roofing and Weatherproofing LLR Construction, LLC NM-R2-GC-031325-LLR Region 2-General Construction Master Plumbers, LLC NM-RS-GC-031325-MAST Region 5-General Construction Master Plumbers, LLC NM-RS-PLUM-031325-MAST Region 5-Plumbing National Construction, Inc. NM-R4-GC-031325-NCI Region 4-General Construction Villalobos Builders, LLC NM-Rl-GC-031325-VBL Region 1-General Construction Villalobos Builders, LLC NM-Rl-RW-031325-VBL Region 1-Roofing and Weatherproofing Villalobos Builders, LLC NM-R2-GC-031325-VBL Region 2-General Construction Villalobos Builders, LLC NM-R2-RW-031325-VBL Region 2-Roofing and Weatherproofing Villalobos Builders, LLC NM-R3-GC-031325-VBL Region 3-General Construction Villalobos Builders, LLC NM-R3-RW-031325-VBL Region 3-Roofing and Weatherproofing Villalobos Builders, LLC NM-R4-GC-031325-VBL Region 4-General Construction Villalobos Builders, LLC NM-R4-RW-031325-VBL Region 4-Roofing and Weatherproofing Villalobos Builders, LLC NM-RS-GC-031325-VBL Region 5-General Construction Villalobos Builders, LLC NM-RS-RW-031325-VBL Region 5-Roofing and Weatherproofing Wizer Electric, LLC NM-Rl-HVAC-031325-WIZ Region 1-HVAC/Mechanical Wizer Electric, LLC NM-Rl-PLUM-031325-WIZ Region 1-Plumbing Wizer Electric, LLC NM-R2-HVAC-031325-WIZ Region 2-HVAC/Mechanical Wizer Electric, LLC NM-R2-PLUM-031325-WIZ Region 2-Plumbing Wizer Electric, LLC NM-R2-E-031325-WIZ Region 2-Electrical Wizer Electric, LLC NM-R3-HVAC-031325-WIZ Region 3-HVAC/Mechanical Wizer Electric, LLC NM-R3-PLUM-031325-WIZ Region 3-Plumbing Wizer Electric, LLC NM-R3-CC-031325-WIZ Region 3-Site/Civil Wizer Electric, LLC NM-R3-RW-031325-WIZ Region 3-Roofing and Weatherproofing Wizer Electric, LLC NM-R4-HVAC-031325-WIZ Region 4-HVAC/Mechanical Wizer Electric, LLC NM-R4-PLUM-031325-WIZ Region 4-Plumbing Wizer Electric, LLC NM-R4-CC-031325-WIZ Region 4-Site/Civil Wizer Electric, LLC NM-R4-RW-031325-WIZ Region 4-Roofing and Weatherproofing Wizer Electric, LLC NM-RS-HVAC-031325-WIZ Region 5-HVAC/Mechanical Allied Building Service Company of Detroit, Inc. MI-R4-GC-041025-ABS Region 4-General Construction Allied Building Service Company of Detroit, Inc. MI-R4-PLUM-041025-ABS Region 4-Plumbing Allied Building Service Company of Detroit, Inc. MI-R4-E-041025-ABS Region 4-Electrical Allied Building Service Company of Detroit, Inc. MI-RS-GC-041025-ABS Region 5-General Construction Allied Building Service Company of Detroit, Inc. MI-RS-PLUM-041025-ABS Region 5-Plumbing Allied Building Service Company of Detroit, Inc. MI-RS-E-041025-ABS Region 5-Electrical CORE Construction Indiana, LLC MI-R2-GC-041025-CCIL Region 2-General Construction CORE Construction Indiana, LLC MI-R3-GC-041025-CCIL Region 3-General Construction CORE Construction Indiana, LLC MI-RS-GC-041025-CCIL Region 5-General Construction F.H. Paschen, S.N. Nielsen & Associates, LLC MI-R2-GC-041025-FHP Region 2-General Construction F.H. Paschen, S.N. Nielsen & Associates, LLC MI-R3-GC-041025-FHP Region 3-General Construction F.H. Paschen, S.N. Nielsen & Associates, LLC MI-R4-GC-041025-FHP Region 4-General Construction F.H. Paschen, S.N. Nielsen & Associates, LLC MI-RS-GC-041025-FHP Region 5-General Construction Johnson-Laux Construction, LLC MI-Rl-GC-041025-J LC Region 1-General Construction Johnson-Laux Construction, LLC MI-R2-GC-041025-JLC Region 2-General Construction Johnson-Laux Construction, LLC MI-R3-GC-041025-JLC Region 3-General Construction Johnson-Laux Construction, LLC MI-R4-GC-041025-JLC Region 4-General Construction Johnson-Laux Construction, LLC MI-RS-GC-041025-JLC Region 5-General Construction Lang Constructors, Inc. MI-Rl-GC-041025-LANGC Region 1-General Construction Lang Constructors, Inc. MI-R2-GC-041025-LANGC Region 2-General Construction Lang Constructors, Inc. MI-R3-GC-041025-LANGC Region 3-General Construction Lang Constructors, Inc. MI-R4-GC-041025-LANGC Region 4-General Construction Lang Constructors, Inc. MI-RS-GC-041025-LANGC Region 5-General Construction Lee Construction and Maintenance Company dba LMC MI-R2-GC-041025-LMC Region 2-General Construction Corporation
Lee Construction and Maintenance Company dba LMC MI-R3-GC-041025-LMC Region 3-General Construction Corporation
Lee Construction and Maintenance Company dba LMC MI-R4-GC-041025-LMC Region 4-General Construction Corporation
Lee Construction and Maintenance Company dba LMC MI-RS-GC-041025-LMC Region 5-General Construction Corporation
National Retrofitting Group, LLC MI-Rl-E-041025-NRG Region 1-Electrical National Retrofitting Group, LLC MI-R2-E-041025-NRG Region 2-Electrical 2748
Docusign Envelope ID: CE47771 B-CDFD-4989-88B7-B58C5E8FE425 APPENDIX A Continued
National Retrofitting Group, LLC MI-R3-E-041025-NRG Region 3-Electrical National Retrofitting Group, LLC MI-R4-E-041025-NRG Region 4-Electrical National Retrofitting Group, LLC MI-RS-E-041025-NRG Region 5-Electrical Prodigy Building Solutions, LLC MI-R3-RW-041025-PBS Region 3-Roofing and Weatherproofing Prodigy Building Solutions, LLC MI-Rl-GC-041025-PBS Region 1-General Construction Prodigy Building Solutions, LLC MI-Rl-RW-041025-PBS Region 1-Roofing and Weatherproofing Prodigy Building Solutions, LLC MI-R2-GC-041025-PBS Region 2-General Construction Prodigy Building Solutions, LLC MI-R2-RW-041025-PBS Region 2-Roofing and Weatherproofing Prodigy Building Solutions, LLC MI-R3-GC-041025-PBS Region 3-General Construction Prodigy Building Solutions, LLC MI-R4-GC-041025-PBS Region 4-General Construction Prodigy Building Solutions, LLC MI-R4-RW-041025-PBS Region 4-Roofing and Weatherproofing Prodigy Building Solutions, LLC MI-RS-GC-041025-PBS Region 5-General Construction Prodigy Building Solutions, LLC MI-RS-RW-041025-PBS Region 5-Roofing and Weatherproofing The Brewer-Garrett Company MI-Rl-HVAC-041025-TBG Region 1-Mechanical/HVAC The Brewer-Garrett Company MI-R2-HVAC-041025-TBG Region 2-Mechanical/HVAC The Brewer-Garrett Company MI-R3-HVAC-041025-TBG Region 3-Mechanical/HVAC The Brewer-Garrett Company MI-R4-HVAC-041025-TBG Region 4-Mechanical/HVAC The Brewer-Garrett Company MI-RS-HVAC-041025-TBG Region 5-Mechanical/HVAC

IDIQ CONTRACT EXTENSIONS
Company Name Contract Number
Brown and Root Industrial Services, LLC MO-Rl-GC0l-051222-BRI Brown and Root Industrial Services, LLC MO-R2-GC01-051222-BRI Brown and Root Industrial Services, LLC MO-R3-GC01-051222-BRI Brown and Root Industrial Services, LLC MO-R4-GC01-051222-BRI Brown and Root Industrial Services, LLC MO-RS-GC0l-051222-BRI Brown and Root Industrial Services, LLC MO-RG-GC0l-051222-BRI Brown and Root Industrial Services, LLC MO-R7-GC01-051222-BRI JE Novack Construction MO-RS-GC03-051222-JNC
Julius Kaaz Construction Company, Inc. MO-Rl-GC04-051222-JKC Julius Kaaz Construction Company, Inc. MO-Rl-P0l-051222-JKC Julius Kaaz Construction Company, Inc. MO-R2-GC04-051222-JKC Julius Kaaz Construction Company, Inc. MO-R2-P01-051222-JKC Julius Kaaz Construction Company, Inc. MO-R3-GC0S-051222-JKC Julius Kaaz Construction Company, Inc. MO-R3-P01-051222-JKC Julius Kaaz Construction Company, Inc. MO-R4-GC0S-051222-JKC Julius Kaaz Construction Company, Inc. MO-R4-P01-051222-JKC Julius Kaaz Construction Company, Inc. MO-RS-GC0S-051222-JKC Julius Kaaz Construction Company, Inc. MO-RS-P0l-051222-JKC Julius Kaaz Construction Company, Inc. MO-RG-GC0S-051222-JKC Julius Kaaz Construction Company, Inc. MO-RG-P0l-051222-JKC Julius Kaaz Construction Company, Inc. MO-R7-GC0S-051222-JKC Julius Kaaz Construction Company, Inc. MO-R7-P01-051222-J KC MTS Contracting, Inc. MO-Rl-GC02-051222-MTS
MTS Contracting, Inc. MO-R2-GC02-051222-MTS
MTS Contracting, Inc. MO-R3-GC04-051222-MTS
MTS Contracting, Inc. MO-R4-GC03-051222-MTS
MTS Contracting, Inc. MO-R6-GC03-051222-MTS
MTS Contracting, Inc. MO-R7-GC03-051222-MTS
Queen City Roofing & Contracting Co MO-R6-R02-051222-QCR Queen City Roofing & Contracting Co MO-R7-R02-051222-QCR Reynolds Construction Company, Inc. MO-Rl-GC03-051222-RCC Reynolds Construction Company, Inc. MO-Rl-R0l-051222-RCC Reynolds Construction Company, Inc. MO-R2-GC03-051222-RCC Reynolds Construction Company, Inc. MO-R2-R01-051222-RCC Reynolds Construction Company, Inc. MO-R3-GC06-051222-RCC Reynolds Construction Company, Inc. MO-R3-R01-051222-RCC Reynolds Construction Company, Inc. MO-R4-GC04-051222-RCC Reynolds Construction Company, Inc. MO-R4-R01-051222-RCC Reynolds Construction Company, Inc. MO-RS-GC04-051222-RCC Reynolds Construction Company, Inc. MO-RS-R0l-051222-RCC Reynolds Construction Company, Inc. MO-R6-GC04-051222-RCC Reynolds Construction Company, Inc. MO-RG-R0l-051222-RCC Reynolds Construction Company, Inc. MO-R7-GC04-051222-RCC Reynolds Construction Company, Inc. MO-R7-R01-051222-RCC The Wilson Group MO-R3-GC03-051222-TWG
The Wilson Group MO-R4-GC02-051222-TWG
The Wilson Group MO-RS-GC02-051222-TWG
2749
Docusign Envelope ID: CE47771 B-CDFD-4989-88B7-B58C5E8FE425 APPENDIX A Continued
The Wilson Group MO-R6-GC02-051222-TWG
The Wilson Group MO-R7-GC02-051222-TWG
Vazquez Commercial Contracting, LLC MO-R3-GC02-051222-VCC Vazquez Commercial Contracting, LLC MO-R3-HVAC01-051222-VCC Anderson Brothers MN-R3-PAV-040622-ABC
Baratto Brothers Construction, Inc. MN-Rl-GC-040622-BBC Baratto Brothers Construction, Inc. MN-R2-GC-040622-BBC Baratto Brothers Construction, Inc. MN-R3-GC-040622-BBC Baratto Brothers Construction, Inc. MN-RS-GC-040622-BBC Baratto Brothers Construction, Inc. MN-RG-GC-040622-BBC Kraus-Anderson Construction Company MN-R4-GC-040622-KRU Bituminous Roadways, Inc. MN-RG-PAV-040622-BIR
Bruce Kreofsky and Sons Incorporated MN-R7-GC-040622-BKS Kraus-Anderson Construction Company MN-RG-GC-040622-KRU Hy-Tee Construction MN-R3-GC-040622-HTC
Kraus-Anderson Construction Company MN-Rl-GC-040622-KRU Kraus-Anderson Construction Company MN-R2-GC-040622-KRU Kraus-Anderson Construction Company MN-R3-GC-040622-KRU Kraus-Anderson Construction Company MN-R7-GC-040622-KRU Kraus-Anderson Construction Company MN-RS-GC-040622-KRU Loeffler Construction & Consultin€ MN-RG-GC-040622-LCL
Mid-Minnesota Hot Mix MN-RS-PAV-040622-MHM
McDowall Company MN-Rl-R-040622-MDC
McDowall Company MN-R2-R-040622-MDC
McDowall Company MN-R3-R-040622-MDC
McDowall Company MN-R4-R-040622-MDC
McDowall Company MN-RG-R-040622-MDC
McDowall Company MN-RS-R-040622-MDC
McDowall Company MN-R7-R-040622-MDC
Nor-Son, Inc. MN-Rl-GC-040622-NSI
Nor-Son, Inc. MN-R2-GC-040622-NSI
Nor-Son, Inc. MN-R3-GC-040622-NSI
Nor-Son, Inc. MN-R4-GC-040622-NSI
Northland Constructors of Duluth, Inc. MN-R2-PAV-040622-NCD Nor-Son, Inc. MN-RS-GC-040622-NSI
Nor-Son, Inc. MN-RG-GC-040622-NSI
Nor-Son, Inc. MN-R7-GC-040622-NSI
Peterson Sheet Metal, Inc. MN-Rl-HVAC-040622-PSM
Peterson Sheet Metal, Inc. MN-Rl-PLUM-040622-PSM
Peterson Sheet Metal, Inc. MN-R2-HVAC-040622-PSM
Peterson Sheet Metal, Inc. MN-R2-PLUM-040622-PSM
Peterson Sheet Metal, Inc. MN-R3-HVAC-040622-PSM
Peterson Sheet Metal, Inc. MN-R3-PLUM-040622-PSM
Peterson Sheet Metal, Inc. MN-R4-HVAC-040622-PSM
Peterson Sheet Metal, Inc. MN-R4-PLUM-040622-PSM
RAK Construction, Inc. MN-Rl-GC-040622-RAK
Peterson Sheet Metal, Inc. MN-RS-HVAC-040622-PSM
Peterson Sheet Metal, Inc. MN-RS-PLUM-040622-PSM
Peterson Sheet Metal, Inc. MN-RG-HVAC-040622-PSM
RAK Construction, Inc. MN-R3-GC-040622-RAK
Peterson Sheet Metal, Inc. MN-RG-PLUM-040622-PSM
RAK Construction, Inc. MN-R4-GC-040622-RAK
RAK Construction, Inc. MN-R2-GC-040622-RAK
RAK Construction, Inc. MN-RS-GC-040622-RAK
RAK Construction, Inc. MN-RG-GC-040622-RAK
RAK Construction, Inc. MN-R7-GC-040622-RAK
RJ M Construction, LLC MN-Rl-GC-040622-RJM
RJM Construction, LLC MN-R2-GC-040622-RJM
RJM Construction, LLC MN-RS-GC-040622-RJM
RJM Construction, LLC MN-R3-GC-040622-RJM
The Jamar Company MN-R2-GC-040622-JMR
RJM Construction, LLC MN-R4-GC-040622-RJM
RJ M Construction, LLC MN-RG-GC-040622-RJM
The Jamar Company MN-R2-HVAC-040622-JMR
RJ M Construction, LLC MN-R7-GC-040622-RJM
Solid Rock Construction MN-R3-GC-040622-SRC
The Jamar Company MN-R2-PLUM-040622-JMR
2750
Docusign Envelope ID: CE47771 B-CDFD-4989-88B7-B58C5E8FE425 APPENDIX A Continued
The Jamar Company MN-R2-R-040622-JMR
Solid Rock Construction MN-RS-GC-040622-SRC
Solid Rock Construction MN-RG-GC-040622-SRC
The Jamar Company MN-Rl-R-040622-JMR
The Jamar Company MN-R3-GC-040622-JMR
The Jamar Company MN-R3-HVAC-040622-JMR
The Jamar Company MN-R3-PLUM-040622-JMR
The Jamar Company MN-R3-R-040622-JMR
The Jamar Company MN-R4-R-040622-JMR
The Jamar Company MN-RS-R-040622-JMR
The Jamar Company MN-R7-R-040622-JMR
The Jamar Company MN-RG-R-040622-JMR
VSI Construction, Inc. MN-Rl-GC-040622-VSI
VSI Construction, Inc. MN-R4-GC-040622-VSI
VSI Construction, Inc. MN-R2-GC-040622-VSI
VSI Construction, Inc. MN-R3-GC-040622-VSI
VSI Construction, Inc. MN-RS-GC-040622-VSI
VSI Construction, Inc. MN-RG-GC-040622-VSI
VSI Construction, Inc. MN-R7-GC-040622-VSI
2751
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ŶƚŝƚŝĞƐŝŶĐůƵĚĞƚŚŽƵƐĂŶĚƐŽĨŐŽǀĞƌŶŵĞŶƚĂů͕
ŚŝŐŚĞƌĞĚƵĐĂƚŝŽŶ͕<ͲϭϮĞĚƵĐĂƚŝŽŶ͕ŶŽŶƉƌŽĨŝƚ͕ƚƌŝďĂůŐŽǀĞƌŶŵĞŶƚ͕ĂŶĚŽƚŚĞƌƉƵďůŝĐĂŐĞŶĐŝĞƐůŽĐĂƚĞĚŝŶƚŚĞ hŶŝƚĞĚ^ƚĂƚĞƐĂŶĚĂŶĂĚĂ͘ĨƵůůĐŽƉLJŽĨƚŚĞZĞƋƵĞƐƚĨŽƌWƌŽƉŽƐĂůƐĐĂŶďĞĨŽƵŶĚŽŶƚŚĞ^ŽƵƌĐĞǁĞůů WƌŽĐƵƌĞŵĞŶƚWŽƌƚĂů΀ŚƚƚƉƐ͗ͬͬƉƌŽƉŽƌƚĂů͘ƐŽƵƌĐĞǁĞůůͲŵŶ͘ŐŽǀ΁͘KŶůLJƉƌŽƉŽƐĂůƐƐƵďŵŝƚƚĞĚƚŚƌŽƵŐŚƚŚĞ ^ŽƵƌĐĞǁĞůůWƌŽĐƵƌĞŵĞŶƚWŽƌƚĂůǁŝůůďĞĐŽŶƐŝĚĞƌĞĚ͘WƌŽƉŽƐĂůƐĂƌĞĚƵĞŶŽůĂƚĞƌƚŚĂŶKĐƚŽďĞƌϮϵ͕ϮϬϮϰ͕Ăƚ ϰ͗ϯϬƉ͘ŵ͘ĞŶƚƌĂůdŝŵĞ͕ĂŶĚůĂƚĞƉƌŽƉŽƐĂůƐǁŝůůŶŽƚďĞĐŽŶƐŝĚĞƌĞĚ͘ dŚĞƐŽůŝĐŝƚĂƚŝŽŶƉƌŽĐĞƐƐǁĂƐĐŽŶĚƵĐƚĞĚƚŚƌŽƵŐŚƚŚĞ^ŽƵƌĐĞǁĞůůWƌŽĐƵƌĞŵĞŶƚWŽƌƚĂů͘dŚĞĨŽůůŽǁŝŶŐƉĂƌƚŝĞƐ ĞdžƉƌĞƐƐĞĚŝŶƚĞƌĞƐƚŝŶƚŚĞƐŽůŝĐŝƚĂƚŝŽŶďLJƌĞŐŝƐƚĞƌŝŶŐĨŽƌƚŚŝƐŽƉƉŽƌƚƵŶŝƚLJǁŝƚŚŝŶƚŚĞƉŽƌƚĂů͗ ϭϰϱϰϳϯϳůďĞƌƚĂ͕ /ŶĐ͘ >ĞŐŝŽŶƐƐĞƚ
ϮϮŶĚĞŶƚƵƌLJdĞĐŚŶŽůŽŐŝĞƐ͕/ŶĐ͘ >/E<ϮWhDW
ϰdĞĐŚ^ŽůƵƚŝŽŶƐ͕>> >ŝŽŶƵƐĞƐ͕ /ŶĐ͘
dĞĐ^ŽůƵƚŝŽŶƐ͕ >ƚĚ͘ >LJƚdž͕/ŶĐ͘
ĚǀĂŶƚĂŐĞKŶĞdĞĐŚŶŽůŽŐLJ͕ /ŶĐ͘ ĚďĂ
ĚǀĂŶƚĂŐĞƐƐĞƚdƌĂĐŬŝŶŐŽƌƉ͘
DĂŐŶƵŵ
ůĞĐƚƌŽŶŝĐƐ͕/ŶĐ͘
ĚǀĂŶdĞĐŚ͕/ŶĐ͘ DĂƌĐsŝĞǁƐEĞƚǁŽƌŬƐ͕ /ŶĐ͘

KDĂŶĂĚĂ͕ >ƚĚ͘ DĂdžWƌŽĨŝƚ͕>>
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s͕/ŶĐ͘
D^'ƌŽƵƉ͕ /ŶĐ͘ DZ&'ĞŽƐLJƐƚĞŵƐŽƌƉŽƌĂƚŝŽŶ
ŶŶĂƚĂLJŶĂŵŝĐƐh^͕ /ŶĐ͘ EĞŽdƌĞŬƐ͕/ŶĐ͘









 


 
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^ŽƵƌĐĞǁĞůů  WĂŐĞϮŽĨϭϬ
ƚŽŵWŽǁĞƌ͕/ŶĐ͘ EĞǁdĞĐŚ^ŽůƵƚŝŽŶƐ͕/ŶĐ͘
ƚƚŽůůŽdĞĐŚŶŽůŽŐLJ͕>> E
tKDtŝƌĞůĞƐƐ^ĞƌǀŝĐĞƐ͕>>
ƚƚƌŝydĞĐŚŶŽůŽŐŝĞƐ͕/ŶĐ͘ EĞdžĚĞĐĂĚĞdĞĐŚŶŽůŽŐLJ;WǀƚͿ͕>ƚĚ͘ s/Ͳ^W>͕>> EŽǀĂ,Z'
͕>>
ĞůůĂŶĂĚĂ EŽǀŽ^ŽůƵƚŝŽŶƐ͕/ŶĐ͘
ŝƚĂƌƐ^ĞƌǀŝĐĞƐ͕/ŶĐ͘ Edd>ƚĚ'ƌŽƵƉ^ĞƌǀŝĐĞhŶŝƚĞĚ<ŝŶŐĚŽŵ>ƚĚ ŝnj&ůĞĞƚƐ͕>> EƵĐůĞĂƌWƌŽŵŝƐĞy͕/ŶĐ͘
ůĂĐŬZŽŽŬŽƌƉŽƌĂƚŝŽŶ KůĂƚŚĞ&ŽƌĚ^ĂůĞƐ͕/ŶĐ͘ĚďĂKůĂƚŚĞ&ůĞĞƚ^ŽůƵƚŝŽŶƐ ƌĂŶĚĞǀĞůŽƉŵĞŶƚ^ĞƌǀŝĐĞƐ͕>> KŶĞ^ƚĞƉ'W^
ƌĂŶƐLJƐ͕>> KŶǁĂƌĚŽŶŶĞĐƚĞĚĚďĂKŶǁĂƌĚ&ůĞĞƚ^ŽůƵƚŝŽŶƐ ƌŝŐĂĚĞ
ůĞĐƚƌŽŶŝĐƐ͕/ŶĐ͘ KƉĞŶdsĚďĂ<ƵĚĞůƐŬŝ/Žd
ƌŝůůŝĂŶĐĞLJďĞƌ^LJƐƚĞŵƐ͕/ŶĐ͘ KƉĞŶůĂŶĞdĞĐŚŶŽůŽŐLJŽƌƉŽƌĂƚŝŽŶ ƵƌůŝŶŐƚŽŶdƌƵĐŬĞŶƚĞƌ͕/ŶĐ͘ WĂĐŝĨŝĐKĨĨŝĐĞƵƚŽŵĂƚŝŽŶ ƵƐWĂƚƌŽůŵĞƌŝĐĂ͕>> W/,ŽůĚĐŽ͕/ŶĐ͘
ƵƐZŝŐŚƚ͕/ŶĐ͘ WĂůĂĚŝŶƌŽŶĞƐ͕/ŶĐ͘
LJƚĞĐƵƌǀĞ,ŽůĚŝŶŐƐ͕>> WĂƌŬǁĂLJƵƚŽ^ĂůĞƐĂŶĚ^ĞƌǀŝĐĞ͕>> ĂĚLJƵƐŝŶĞƐƐdĞĐŚŶŽůŽŐŝĞƐ WĂƌƐŽŶƐdƌĂŶƐƉŽƌƚĂƚŝŽŶ'ƌŽƵƉ͕/ŶĐ͘ ĂůŵƉtŝƌĞůĞƐƐEĞƚǁŽƌŬƐŽƌƉŽƌĂƚŝŽŶ WĂƐƐŝŽdĞĐŚŶŽůŽŐŝĞƐ ĂůŝĂŶ͕>ƚĚ͘ WĂLJLJWŚŽŶĞdĞĐŚŶŽůŽŐŝĞƐ͕/ŶĐ͘
ĂŶŽŶĂŶĂĚĂ͕/ŶĐ͘ W/>ĂďƐ'ŵď,
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ŚĞǀŝŶ&ůĞĞƚ^ŽůƵƚŝŽŶƐ͕>> WŽǁĞƌdƌƵŶŶŬ͕/ŶĐ͘
ůĞĂŶƐĐĂŶ͘ŶĞƚ WƌĂŝƌŝĞZŽďŽƚŝĐƐ͕/ŶĐ͘
ůŽƵĚ^ŚŝĨƚ͕/ŶĐ͘ WƌĞŝƐĞDZD
ŽŐĞŶƚ/ŶĨŽƚĞĐŚŽƌƉŽƌĂƚŝŽŶ WƌŽ>ŽŐŝĐ/d^͕>>
ŽůůĞĐƚŝǀĞĂƚĂ WtyWƌĞƐƐ
ŽŵƉĂƐƐŽŵ^ŽĨƚǁĂƌĞŽƌƉŽƌĂƚŝŽŶ YƵĂŶƚƵŵ/ŶƚĞƌŶĂƚŝŽŶĂů^ĞƌǀŝĐĞƐ͕>ƚĚ͘ ŽŵƉƵƐƵůƚ͕>ŝŵŝƚĞĚ YƵĞƚŝĐĂŽŶƐƵůƚŝŶŐĂŶĚ
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ŽŶƐƵůƚĂĚĚ͕/ŶĐ͘ ZĂĚŝŽ
ŶŐŝŶĞĞƌŝŶŐ/ŶĚƵƐƚƌŝĞƐ͕/ŶĐ͘;Z
/Ϳ
ĂƚĂ
ŶƚƌLJKƵƚƐŽƵƌĐŝŶŐ^ĞƌǀŝĐĞƐ͕>> ZŝĐŽŚĂŶĂĚĂͬdĂŵŵLJ<ůLJŵͲtŽůĨĞ ĞůŽŝƚƚĞŽŶƐƵůƚŝŶŐ͕>>W ZŝŐƐƚĂƌŽŵŵƵŶŝĐĂƚŝŽŶƐ͕/ŶĐ͘ ĞůŽŝƚƚĞ͕>>W ZŝƚĐŚŝĞƌŽƐ͘ƵĐƚŝŽŶĞĞƌƐ;ĂŶĂĚĂͿ͕>ƚĚ͘ ĞůƚĞŬ ZŽƵƚĞϰDĞ͕/ŶĐ͘
'dĞĐŚŶŽůŽŐŝĞƐ ZŽƵƚĞǁĂƌĞ͕/ŶĐ͘ĚďĂtĂƐƚĞĐŚŽƌƉ͘
ŝŐŝƚĞĐŚ^ĞƌǀŝĐĞƐ͕/ŶĐ͘ Zd͕ĚďĂZd͗dŚĞ&ůĞĞƚ^ƵĐĐĞƐƐŽŵƉĂŶLJ ŽďďƐ&ŽƌĚ͕/ŶĐ͘ ^ϰϰ͕>>
ƌŝŝǀnj͕/ŶĐ͘ ^ĂŵƐĂƌĂ͕/ŶĐ͘
LJŶĂŵŝĐ/ĚĞĂƐ͕>> ^WŵĞƌŝĐĂ

D^ŽůƵƚŝŽŶƐ͕>> ^ĂƐŬĂƚĐŚĞǁĂŶdĞůĞĐŽŵŵƵŶŝĐĂƚŝŽŶƐ

ĂƵ'ĂůůŝĞďLJƚŚĞ^ĞĂŽŶƐƵůƚŝŶŐ͕/ŶĐ͘ ^ĐŚŽŽůƵƐ>ŽŐŝƐƚŝĐƐ͕>> 








 


 
2753
^ŽƵƌĐĞǁĞůů  WĂŐĞϯŽĨϭϬ

ĚƵĐĂƚŝŽŶ>ŽŐŝƐƚŝĐƐ͕>> ^ŚĂƌƉ
ůĞĐƚƌŽŶŝĐƐŽĨĂŶĂĚĂ͕>ƚĚ͘
Ğ'Žǀ^ŽůƵƚŝŽŶƐ͕/ŶĐ͘ ^ŚŝĨƚdĞĐŚŶŽůŽŐŝĞƐ͕/ŶĐ͘

ŵĞƌŐĞŶƚ,ĞĂůƚŚĂƌĞ^ŽůƵƚŝŽŶƐ͕>> ^,njŽŽŵdĞĐŚŶŽůŽŐŝĞƐ͕/ŶĐ͘ĚďĂhWƚŝŵĞďLJ^ŚnjŽŽŵ

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ŵďĞĚĚĞĚ͕/ŶĐ͘

ŶƌŽƵƚĞƋh^͕/ŶĐ͘ ^ŝŵƉůLJ&ŝ/ŶŶŽǀĂƚŝŽŶƐ͕>>
ĞZĞƉƵďůŝĐ͕/ŶĐ͘ ^ŬLJůŝŶŬ/Žd^ŽůƵƚŝŽŶƐ

ƌŶƐƚΘzŽƵŶŐ͕>>W ^ŵĂƌƚWůĂŶĞƚ^ŽĨƚǁĂƌĞ͕ĚďĂ&ůĞĞƚWĂƚŚƐ^ŵĂƌƚ WůĂŶĞƚ^ŽĨƚǁĂƌĞ

^tŝůůŝĂŵƐΘƐƐŽĐŝĂƚĞƐ͕/ŶĐ͘ ^D/ŶƚĞƌŶĂƚŝŽŶĂů͕>>

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ŶƚĞƌƉƌŝƐĞ^ĞƌǀŝĐĞƐĂŶĂĚĂŽ͘ ^ƉĞĞĚĐĂƐƚ

džƉĞƌƚĞĞƌƐ͕>> ^ƚƌĂƚĞŐŝĐ>ĞŐĂů^ŽůƵƚŝŽŶƐ͕W>>
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&ůĂŐƐŚŝƉ&ůĞĞƚDĂŶĂŐĞŵĞŶƚ͕>> d>K^z^͕/ŶĐ͘
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'ĞŽƚĂď͕/ŶĐ͘ dd&^d
Z͕>>ĚďĂ&^d
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'ŽϮhŶŽ͕>> h^^ĞƌǀŝĐĞƐ͕>>
'Ž&ůĞĞƚŽƌƉŽƌĂƚŝŽŶ hƚŝůŝŵĂƌĐ͕>>
'Žǀ
ZK hƚŝůŝƚĂĐ
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'W/ hƚŝůŝƚLJƐƐŽĐŝĂƚĞƐ͕/ŶĐ͘
'W^/ŶƐŝŐŚƚ͕>> sĞĐŝŵĂEĞƚǁŽƌŬƐ/ŶĐ͕͘ĚďĂEĞƌŽ'ůŽďĂůdƌĂĐŬŝŶŐ 'ƌĂǀŝƚLJ sĞŝĚŽ͕>>
'ƌĞĞŶ/ƐůĂŶĚZĞƐŽƵƌĐĞƐ͕>> sĞůŽĐŝƚŽƌ^ŽůƵƚŝŽŶƐ͕>>
,ĂƵůĞƌ,ĞƌŽ͕/ŶĐ͘ sĞŵŽĐŽdĞůĞŵĂƚŝĐƐ͕>>
ŝĐĂƌĞ:ŽďWĂŝƌ sĞƌĂĐŝƚLJŽŶƐƵůƚŝŶŐ͕/ŶĐ͘
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ŶĞƌŐLJ sŝĂdƌĂŶƐƉŽƌƚĂƚŝŽŶ͕/ŶĐ͘ĚďĂZĞŵŝdždĞĐŚŶŽůŽŐŝĞƐ >>
/ŶĨŽĐƌƵƐŚŽŶƐƵůƚŝŶŐĂŶĚ^ĞƌǀŝĐĞƐ͕/ŶĐ͘ sdžĐĞĞĚdĞĐŚŶŽůŽŐŝĞƐ͕/ŶĐ͘ /ŶĨŽƐLJƐWƵďůŝĐ^ĞƌǀŝĐĞƐ͕/ŶĐ͘ tĂƌƌŝĞƌdĞĐŚ͕/ŶĐ͘
/ŶŶŽǀĞĞŽŶƐƵůƚŝŶŐ͕>> tĞďŵŽď
/EZ/y tŚĞĞůƐ͕/ŶĐ͘









 


 
2754
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2756
^ŽƵƌĐĞǁĞůů  WĂŐĞϲŽĨϭϬ
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ĚǀĂŶƚĂŐĞKŶĞdĞĐŚŶŽůŽŐLJ/ŶĐ͕͘ĚďĂĚǀĂŶƚĂŐĞƐƐĞƚdƌĂĐŬŝŶŐŽƌƉ͘ŝƐĂŶĂƵƚŚŽƌŝnjĞĚƌĞƐĞůůĞƌǁŝƚŚĂůŽŶŐŚŝƐƚŽƌLJŽĨ ƉƌŽǀŝĚŝŶŐĨůĞĞƚƐĞƌǀŝĐĞƐĂŶĚƚĞůĞŵĂƚŝĐƐƐŽůƵƚŝŽŶƐ͕ŚĂƐďĞĞŶĂƚƌƵƐƚĞĚƉĂƌƚŶĞƌƚŽǀĂƌŝŽƵƐŐŽǀĞƌŶŵĞŶƚĂŶĚ ĐŽŵŵĞƌĐŝĂůĨůĞĞƚƐĨŽƌƐĞǀĞƌĂůLJĞĂƌƐĂŶĚŚĂƐďĞĞŶĂƚƚŚĞĨŽƌĞĨƌŽŶƚŽĨƚĞůĞŵĂƚŝĐƐĂŶĚĨůĞĞƚŵĂŶĂŐĞŵĞŶƚĨŽƌƐĞǀĞƌĂů ĚĞĐĂĚĞƐ͕ĚƵƌŝŶŐǁŚŝĐŚƚŚĞLJŚĂǀĞŐĂŝŶĞĚǀĂůƵĂďůĞĞdžƉĞƌƚŝƐĞŝŶŚĂƌĚǁĂƌĞĂŶĚƐŽĨƚǁĂƌĞŝŶƚĞŐƌĂƚŝŽŶ͘dŚĞŝƌdƌĞŬĞƌ ƚĞĐŚŶŽůŽŐLJŽǀĞƌƐĞĞƐƚŚĞƐĂĨĞĚĞůŝǀĞƌLJŽĨƐƚƵĚĞŶƚƐ͘WƌŝĐŝŶŐŽĨĨĞƌĞĚƚŽƉĂƌƚŝĐŝƉĂƚŝŶŐĞŶƚŝƚŝĞƐŝƐĐŽŵƉĞƚŝƚŝǀĞ͘ ŐŝůĞ&ůĞĞƚ͕/ŶĐ͘ŚĂƐƐĞƌǀĞĚƚŚĞĨůĞĞƚŵĂŶĂŐĞŵĞŶƚŵĂƌŬĞƚƐŝŶĐĞ^ĞƉƚĞŵďĞƌŽĨϮϬϬϬ͘ϮϬϮϱǁŝůůŵĂƌŬƚŚĞŝƌϮϱƚŚLJĞĂƌ ŝŶďƵƐŝŶĞƐƐ͘ŐŝůĞ&ůĞĞƚŝƐƚŚĞĐƌĞĂƚŽƌĂŶĚĚĞǀĞůŽƉĞƌŽĨƚŚĞ&ůĞĞƚŽŵŵĂŶĚĞƌĨůĞĞƚŵĂŶĂŐĞŵĞŶƚƐŽĨƚǁĂƌĞƉůĂƚĨŽƌŵ͘ ůůŽĨƚŚĞŝƌƉƌŽĚƵĐƚĚĞǀĞůŽƉŵĞŶƚ͕ĐƵƐƚŽŵĞƌƐƵƉƉŽƌƚ͕ŵĞƚĂůĨĂďƌŝĐĂƚŝŽŶ͕ŚŽƐƚŝŶŐĂŶĚŽƚŚĞƌƐĞƌǀŝĐĞƐĂƌĞh^ͲďĂƐĞĚ͘ dŚĞ&ůĞĞƚŽŵŵĂŶĚĞƌĂƉƉůŝĐĂƚŝŽŶĚŽĞƐŶŽƚƐƚŽƌĞŽƌƚƌĂŶƐŵŝƚĂŶLJƉĞƌƐŽŶĂůĚĂƚĂ͕ĞŶƐƵƌŝŶŐƐĞĐƵƌŝƚLJǁŚŝůĞƵƚŝůŝnjŝŶŐŝƚ͘ dŚĞLJĂƌĞŽĨĨĞƌŝŶŐĂƐŽůŝĚĚŝƐĐŽƵŶƚǁŝƚŚƚŝĞƌͲďĂƐĞĚǀŽůƵŵĞĚŝƐĐŽƵŶƚƐĨŽƌ^ŽƵƌĐĞǁĞůůĞŶƚŝƚŝĞƐ͘ ŽŵƉĂƐƐŽŵ^ŽĨƚǁĂƌĞŽƌƉŽƌĂƚŝŽŶĚďĂŽŵƉĂƐƐĂƚĂ͕/ŶĐ͕͘ŚĂƐŵŽƌĞƚŚĂŶϯϬLJĞĂƌƐŽĨĞdžƉĞƌŝĞŶĐĞŝŶƚŚĞĨůĞĞƚ ŵĂŶĂŐĞŵĞŶƚƐŽĨƚǁĂƌĞƌĞĂůŵ͘ŽŵƉĂƐƐŽŵŽĨĨĞƌƐĂŽŵŵĞƌĐŝĂůŽĨĨͲƚŚĞͲƐŚĞůĨ;Kd^ͿƐŽůƵƚŝŽŶǁŝƚŚĨůĞdžŝďůĞ ĚĞƉůŽLJŵĞŶƚŽƉƚŝŽŶƐĂŶĚŝŶƚĞƌŽƉĞƌĂďŝůŝƚLJ͘dŚĞLJĂƌĞƉƌŽǀŝĚŝŶŐĂĨůĂƚĚŝƐĐŽƵŶƚĨŽƌ^ŽƵƌĐĞǁĞůůĞŶƚŝƚŝĞƐǁŝƚŚǀŽůƵŵĞ ĚŝƐĐŽƵŶƚƐŽŶůĂƌŐĞƌǀŽůƵŵĞƉƵƌĐŚĂƐĞƐ͘

ĚƵĐĂƚŝŽŶ>ŽŐŝƐƚŝĐƐ͕/ŶĐ͘ŚĂƐďĞĞŶƐĞƌǀŝŶŐƐĐŚŽŽůĚŝƐƚƌŝĐƚƚƌĂŶƐƉŽƌƚĂƚŝŽŶŽƉĞƌĂƚŝŽŶƐƐŝŶĐĞϭϵϳϴĂŶĚĐŽŶƚŝŶƵĞƐƚŽ ƐƚƌĞŶŐƚŚĞŶƚŝĞƐƚŽŽƵƌůŽŶŐͲƚĞƌŵĐůŝĞŶƚƐƚŚƌŽƵŐŚƚŚĞŝŶƚƌŽĚƵĐƚŝŽŶŽĨŝŶƚĞŐƌĂƚĞĚ'W^ͬs>͕ƐƚƵĚĞŶƚƌŝĚĞƌƐŚŝƉ ŵĂŶĂŐĞŵĞŶƚƚĞĐŚŶŽůŽŐLJ͕ĂŶĚŶĞǁǁĞďĨĞĂƚƵƌĞƐ͘dŚĞLJŽĨĨĞƌĂĐŽŵƉƌĞŚĞŶƐŝǀĞƚƌĂŝŶŝŶŐƉƌŽŐƌĂŵĨŽƌƚŚŽƐĞ ŝŶƚĞƌĞƐƚĞĚ͘WƌŝĐŝŶŐŽĨĨĞƌĞĚŝƐĐŽŵƉĞƚŝƚŝǀĞĂŶĚĂƐƚƌĂŝŐŚƚĚŝƐĐŽƵŶƚ͘ &ŽƌĚDŽƚŽƌŽŵƉĂŶLJ͕ŚĂƐďĞĞŶŝŶďƵƐŝŶĞƐƐĨŽƌŽǀĞƌϭϬϬLJĞĂƌƐĨŽĐƵƐŝŶŐŽŶƚŚĞĂƵƚŽŵŽƚŝǀĞƐĞĐƚŽƌ͘dŚĞLJŚĂǀĞŶŽǁ ĞdžƉĂŶĚĞĚŝŶƚŽƚŚĞĨůĞĞƚǁŽƌůĚǁŝƚŚ&ŽƌĚWƌŽ͘dŚĞLJŽĨĨĞƌĂŶĞdžƉĂŶƐŝǀĞĚĞĂůĞƌŶĞƚǁŽƌŬĨŽƌƐĞƌǀŝĐĞĂŶĚĂŶLJƉŽƚĞŶƚŝĂů ŝƐƐƵĞƐĂůŽŶŐǁŝƚŚ&ůĞĞƚDĂŶĂŐĞŵĞŶƚ^ŽĨƚǁĂƌĞƚƌĂŝŶŝŶŐŝŶĐůƵĚŝŶŐŝŶŝƚŝĂůƐĞƚƵƉ͕ƚƌĂŝŶŝŶŐ͕ĂŶĚƐƵƉƉŽƌƚĚƵƌŝŶŐƚŚĞ ŽŶďŽĂƌĚŝŶŐƉƌŽĐĞƐƐ͘&ŽƌĚŝƐŽĨĨĞƌŝŶŐƉĂƌƚŝĐŝƉĂƚŝŶŐĞŶƚŝƚŝĞƐĂƐŽůŝĚ͕ƐƚƌĂŝŐŚƚͲĨŽƌǁĂƌĚĚŝƐĐŽƵŶƚŽŶƚŚĞƐƵďƐĐƌŝƉƚŝŽŶͲ ďĂƐĞĚƐĞƌǀŝĐĞƐ͘
&ŽƌǁĂƌĚdŚŝŶŬŝŶŐ^LJƐƚĞŵƐ͕>>ǁĂƐĨŽƵŶĚĞĚŝŶϮϬϬϱĂŶĚŚĂƐĞƐƚĂďůŝƐŚĞĚŝƚƐĞůĨĂƐĂůĞĂĚĞƌŝŶĚĞůŝǀĞƌŝŶŐĂĚǀĂŶĐĞĚ ƚĞůĞŵĂƚŝĐƐƐŽůƵƚŝŽŶƐ͕ĚĞĚŝĐĂƚĞĚƚŽĐƌĞĂƚŝŶŐĐƵƚƚŝŶŐͲĞĚŐĞƚĞĐŚŶŽůŽŐLJƚŚĂƚĐŽŶƚŝŶƵŽƵƐůLJĞǀŽůǀĞƚŽƉƌŽǀŝĚĞĐƵƐƚŽŵĞƌƐ ǁŝƚŚŵŽĚĞƌŶŝŶŶŽǀĂƚŝǀĞƉƌŽĚƵĐƚƐƚŚĂƚŝŵƉƌŽǀĞƉƵďůŝĐĂŶĚůŽŐŝƐƚŝĐĂůŽƉĞƌĂƚŝŽŶƐ͘&d^ĐƵƐƚŽŵĞƌƐĞƌǀŝĐĞͬƚĞĐŚŶŝĐĂů ƐƵƉƉŽƌƚŝƐĂǀĂŝůĂďůĞϮϰŚŽƵƌƐĂĚĂLJ͕ϳĚĂLJƐĂǁĞĞŬ͕ĂŶĚϯϲϱĚĂLJƐƉĞƌLJĞĂƌ͘^ƵƉƉŽƌƚĐĂŶďĞƌĞĂĐŚĞĚďLJĞŝƚŚĞƌĞŵĂŝů ŽƌƉŚŽŶĞĐĂůů͘dŚĞLJĂƌĞŽĨĨĞƌŝŶŐƐƵďƐƚĂŶƚŝĂůĚŝƐĐŽƵŶƚƐŽĨĨD^ZW͕ǁŝƚŚǀŽůƵŵĞĚŝƐĐŽƵŶƚƐďĞŝŶŐĂǀĂŝůĂďůĞ͘ 








 


 
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^ŽƵƌĐĞǁĞůů  WĂŐĞϳŽĨϭϬ
'ĞŽƚĂď/ŶĐ͘ŝƐĂĂŶĂĚŝĂŶŚĞĂĚƋƵĂƌƚĞƌĞĚĐŽŵƉĂŶLJƚŚĂƚŚĂƐĐƌĞĂƚĞĚĂŶĞŶĚͲƚŽͲĞŶĚƚĞůĞŵĂƚŝĐƐĂŶĚƐĞĐƵƌĞĚĂƚĂ ƉůĂƚĨŽƌŵƚŚĂƚƉƌŽǀŝĚĞƐƚŚĞĨůĞĞƚĞĐŽƐLJƐƚĞŵǁŝƚŚŝŶƐŝŐŚƚƐĚĞƐŝŐŶĞĚƚŽƐƵƉƉŽƌƚĂĨůĞĞƚŽǁŶĞƌŝŶŵĂŬŝŶŐŽƉĞƌĂƚŝŽŶĂů ŝŵƉƌŽǀĞŵĞŶƚƐ͕ƉƌŽǀŝĚĞƉƌŽĨŝƚŽƉƉŽƌƚƵŶŝƚŝĞƐĂƐǁĞůůĂƐƐŽĐŝŽĞĐŽŶŽŵŝĐďĞŶĞĨŝƚƐ͕ĂŶĚďLJĞŶĂďůŝŶŐŝŶŶŽǀĂƚŝŽŶďƵŝůƚŽŶ ĚĂƚĂ͘'ĞŽƚĂďƉĂƌƚŶĞƌƐŚĂǀĞŶĂƚŝŽŶĂůĐŽǀĞƌĂŐĞŝŶƚŚĞh^ĂŶĚĂŶĂĚĂĂŶĚĂƌĞƌĞĂĚLJƚŽƐĞƌǀŝĐĞĂůů^ŽƵƌĐĞǁĞůů ƉĂƌƚŝĐŝƉĂƚŝŶŐĞŶƚŝƚŝĞƐĂĐƌŽƐƐďŽƚŚƌĞŐŝŽŶƐ͘dŚŝƐĐŽŵƉĞƚŝƚŝǀĞƉƌŝĐŝŶŐĂĐĐŽƵŶƚƐĨŽƌƚŚĞůĂƌŐĞŵĂũŽƌŝƚLJŽĨ^ŽƵƌĐĞǁĞůů ĞŶƚŝƚŝĞƐ͕ĂŶĚƚŚĞŝƌƉĂƌƚŶĞƌƐŵĂLJĐŚŽŽƐĞƚŽŽĨĨĞƌĨƵƌƚŚĞƌĚŝƐĐŽƵŶƚƐĨŽƌůĂƌŐĞŽƌƐƚƌĂƚĞŐŝĐĂůůLJŝŵƉŽƌƚĂŶƚ ŽƉƉŽƌƚƵŶŝƚŝĞƐ͘
'ůŽďĂůůŽƵĚ&ůĞĞƚ/ŶĐ͘ĚďĂ^sZdƌĂĐŬŝŶŐŝƐĂǁŚŽůůLJŽǁŶĞĚƐƵďƐŝĚŝĂƌLJŽĨWh/͕ĂůĞĂĚĞƌŝŶĨůĞĞƚŵĂŶĂŐĞŵĞŶƚ͕ ĚĞůŝǀĞƌŝŶŐĂƌŽďƵƐƚƐŽůƵƚŝŽŶƚŚĂƚƉƌŽǀŝĚĞƐĂůůƚŚĞĨƵŶĐƚŝŽŶĂůŝƚLJŶĞĐĞƐƐĂƌLJƚŽŵĂŶĂŐĞǀĞŚŝĐůĞĨůĞĞƚƐĂŶĚƉŽǁĞƌĞĚŽƌ ŶŽŶͲƉŽǁĞƌĞĚĂƐƐĞƚƐ͘KƵƌƐŽůƵƚŝŽŶƐĞŶŚĂŶĐĞŽƉĞƌĂƚŝŽŶĂůĞĨĨŝĐŝĞŶĐLJďLJŝŵƉƌŽǀŝŶŐĚƌŝǀĞƌĂŶĚǀĞŚŝĐůĞƐĂĨĞƚLJ͕ ƌĞĚƵĐŝŶŐƵŶƉůĂŶŶĞĚĚŽǁŶƚŝŵĞ͕ĂŶĚŵŝŶŝŵŝnjŝŶŐĞdžƉĞŶƐĞƐƚŚƌŽƵŐŚĂĚǀĂŶĐĞĚĂƌƚŝĨŝĐŝĂůŝŶƚĞůůŝŐĞŶĐĞ͕ŵĂĐŚŝŶĞ ůĞĂƌŶŝŶŐ͕ĂŶĚƌĞĂůͲƚŝŵĞĚĂƚĂĂŶĂůLJƚŝĐƐ͘dŚĞLJŽĨĨĞƌĐŽŵƉůŝĂŶĐĞǁŝƚŚĚĂƚĂƉƌŝǀĂĐLJƌĞŐƵůĂƚŝŽŶƐŝŶĐůƵĚŝŶŐW/W ͕
'WZ͕ĂŶĚW͘dŚĞLJĂƌĞŽĨĨĞƌŝŶŐĂƐŝŐŶŝĨŝĐĂŶƚĚŝƐĐŽƵŶƚŽĨďŽƚŚƐĞƌǀŝĐĞƐĂŶĚĂůůĂĐĐĞƐƐŽƌŝĞƐƚŽ^ŽƵƌĐĞǁĞůůĞŶƚŝƚŝĞƐ͘ 'ůŽďĂůdƌĂĐŬŝŶŐŽŵŵƵŶŝĐĂƚŝŽŶƐ͕>>ĚďĂ'W^dƌĂĐŬŝƚƐƚĂƌƚĞĚŝŶϮϬϬϮĂŶĚƐŝŶĐĞŚĂƐĞƐƚĂďůŝƐŚĞĚŝƚƐĞůĨĂƐĂůĞĂĚŝŶŐ ƉƌŽǀŝĚĞƌŽĨĐůŽƵĚďĂƐĞĚ/ŽdĨůĞĞƚƐŽůƵƚŝŽŶƐ͕ĂĐƌŽƐƐƚŚĞhŶŝƚĞĚ^ƚĂƚĞƐĂŶĚ>ĂƚŝŶŵĞƌŝĐĂ͘dŚĞŝƌ/ͲĚƌŝǀĞŶƐŽůƵƚŝŽŶƐ ƚĂĐŬůĞĐŽŵƉůĞdžĨůĞĞƚĐŚĂůůĞŶŐĞƐĞŶƐƵƌŝŶŐĐůŝĞŶƚƐƵĐĐĞƐƐƚŚƌŽƵŐŚƚĞĂŵǁŽƌŬ͘dŚĞLJĂƌĞŽĨĨĞƌŝŶŐƐŽůŝĚĚŝƐĐŽƵŶƚƐŽŶ ƉƌŽĚƵĐƚƐǁŝƚŚĞĂƌůLJƉĂLJĚŝƐĐŽƵŶƚĂŶĚƚŚĞƉŽƐƐŝďŝůŝƚLJŽĨǀŽůƵŵĞĚŝƐĐŽƵŶƚƐ͘ ĞŶĚƵŝdŽƌƉŽƌĂƚŝŽŶĚďĂ'Ž&ůĞĞƚŽƌƉŽƌĂƚŝŽŶĨŽƵŶĚĞĚŝŶϮϬϭϰĂŶĚŚĞĂĚƋƵĂƌƚĞƌĞĚŝŶDŝƐƐŝƐƐĂƵŐĂ͕ĂŶĂĚĂ͕ŚĂƐ ŐƌŽǁŶŝŶƚŽĂůĞĂĚŝŶŐƉƌŽǀŝĚĞƌŽĨŝŶŶŽǀĂƚŝǀĞĨůĞĞƚŵĂŶĂŐĞŵĞŶƚƐŽůƵƚŝŽŶƐ͕ƐƉĞĐŝĂůŝnjŝŶŐŝŶƚĞůĞŵĂƚŝĐƐ͕ǀĞŚŝĐůĞ ƚƌĂĐŬŝŶŐ͕ĂŶĚƐĂĨĞƚLJƐLJƐƚĞŵƐ͘'Ž&ůĞĞƚŽĨĨĞƌƐƐƚĂŶĚĂƌĚĂŶĚĂĚǀĂŶĐĞĚƚƌĂŝŶŝŶŐƉƌŽŐƌĂŵƐǁŝƚŚƌŽůĞƐƉĞĐŝĨŝĐƚƌĂŝŶŝŶŐ͘ dŚĞLJŽĨĨĞƌŝŶͲŚŽƵƐĞ͕ǀŝƌƚƵĂůĂŶĚŽŶͲƐŝƚĞƚƌĂŝŶŝŶŐŽƉƚŝŽŶƐ͘'Ž&ůĞĞƚŽĨĨĞƌƐ^ŽƵƌĐĞǁĞůůĞŶƚŝƚŝĞƐĐŽŵƉĞƚŝƚŝǀĞĚŝƐĐŽƵŶƚƐ ŝŶĐůƵĚŝŶŐĚŝƐĐŽƵŶƚĞĚƚŝĞƌͲďĂƐĞĚǀŽůƵŵĞĚŝƐĐŽƵŶƚƐ͘
'W^/ŶƐŝŐŚƚ͕>>ŝƐĂƉƌŽǀŝĚĞƌŽĨƚĞůĞŵĂƚŝĐƐĂŶĚĨůĞĞƚŵĂŶĂŐĞŵĞŶƚƐŽĨƚǁĂƌĞƐŽůƵƚŝŽŶƐ͕ĚĞƐŝŐŶĞĚƚŽŚĞůƉ ŽƌŐĂŶŝnjĂƚŝŽŶƐŝŵƉƌŽǀĞƚŚĞŝƌŽƉĞƌĂƚŝŽŶĂůĞĨĨŝĐŝĞŶĐLJ͕ƌĞĚƵĐĞĐŽƐƚƐ͕ĂŶĚĞŶŚĂŶĐĞŽǀĞƌĂůůĨůĞĞƚƉĞƌĨŽƌŵĂŶĐĞ͘dŚĞLJ ŽĨĨĞƌϭϬϬйh͘^͘ͲďĂƐĞĚ͕ϮϰͬϳƚĞĐŚŶŝĐĂůƐƵƉƉŽƌƚ͕ϯϲϱĚĂLJƐĂLJĞĂƌ͘ϵϴйŽĨŽƵƌƚĞĐŚŶŝĐĂůƐƵƉƉŽƌƚĐĂůůƐĂƌĞĂŶƐǁĞƌĞĚ ůŝǀĞ͕ďLJĂh͘^͘ͲďĂƐĞĚƚĞĐŚŶŝĐĂůƐƵƉƉŽƌƚĞŵƉůŽLJĞĞŝŶůĞƐƐƚŚĂŶϮŵŝŶƵƚĞƐ͘dŚĞLJĂƌĞŽĨĨĞƌŝŶŐƐŝŐŶŝĨŝĐĂŶƚĚŝƐĐŽƵŶƚƐŽĨĨ D^ZWǁŝƚŚĂĚĚŝƚŝŽŶĂůǀŽůƵŵĞͲďĂƐĞĚĚŝƐĐŽƵŶƚƐ͘
/s^͕/ŶĐ͘ĚďĂŶŐĞůdƌĂdžŚĂƐďĞĞŶŽĨĨĞƌŝŶŐĂĚǀĂŶĐĞĚŵŽďŝůĞƐƵƌǀĞŝůůĂŶĐĞƚĞĐŚŶŽůŽŐŝĞƐ͕ƐƉĞĐŝĨŝĐĂůůLJĚĞƐŝŐŶĞĚƚŽ ĞŶŚĂŶĐĞƚŚĞŚĞĂůƚŚ͕ƐĂĨĞƚLJ͕ĂŶĚƐĞĐƵƌŝƚLJŽĨLJŽƵƌŵĞŵďĞƌƐ͕ƉĂƐƐĞŶŐĞƌƐ͕ĂŶĚĞŵƉůŽLJĞĞƐĨŽƌŵŽƌĞƚŚĂŶϮϰLJĞĂƌƐ͘/s^ ŵĂŝŶƚĂŝŶĐĞƌƚŝĨŝĐĂƚŝŽŶƐĨŽƌƚŚĞŵĞƌŝĐĂŶ/ŶƐƚŝƚƵƚĞŽĨĞƌƚŝĨŝĞĚWƵďůŝĐĐĐŽƵŶƚĂŶƚƐ;/WͿ^KϮdLJƉĞ//ĐŽŵƉůŝĂŶĐĞ ĂŶĚĨŽƌƚŚĞ&ĞĚĞƌĂůƵƌĞĂƵŽĨ/ŶǀĞƐƚŝŐĂƚŝŽŶ͛ƐƌŝŵŝŶĂů:ƵƐƚŝĐĞ/ŶĨŽƌŵĂƚŝŽŶ^ĞƌǀŝĐĞƐ;:/^Ϳ͘/s^͕/ŶĐ͘ŝƐŽĨĨĞƌŝŶŐ ƐƵďƐƚĂŶƚŝĂůĚŝƐĐŽƵŶƚƐŽĨĨD^ZW͘
>LJƚdž͕/ŶĐ͘ŝƐĂƉƌŽǀŝĚĞƌŽĨǀŝĚĞŽƚĞůĞŵĂƚŝĐƐ͕ĂŶĂůLJƚŝĐƐ͕ƐĂĨĞƚLJĂŶĚƉƌŽĚƵĐƚŝǀŝƚLJƐŽůƵƚŝŽŶƐĨŽƌĐŽŵŵĞƌĐŝĂů͕ƉƵďůŝĐƐĞĐƚŽƌ ĂŶĚĨŝĞůĚƐĞƌǀŝĐĞƐĨůĞĞƚƐ͕>LJƚdžŚĞůƉƐŵĂŬĞŽƵƌƌŽĂĚƐƐĂĨĞƌďLJŚĂƌŶĞƐƐŝŶŐƚŚĞƉŽǁĞƌŽĨǀŝĚĞŽ͘>LJƚdžƉƌŽǀŝĚĞƐǀĂƌŝŽƵƐ ƚƌĂŝŶŝŶŐŽƉƚŝŽŶƐƚŽŚĞůƉĞŶƐƵƌĞŽƵƌĐůŝĞŶƚƐĂĐŚŝĞǀĞƐƵĐĐĞƐƐŝŶĐůƵĚĞƐƐĞůĨͲƉĂĐĞĚĞ>ĞĂƌŶŝŶŐŵŽĚƵůĞƐ͕ƉŽƐƚͲƚƌĂŝŶŝŶŐ͕ ĂŶĚŽƉƚŝŽŶĂů/ŶƐƚĂůůĂƚŝŽŶdƌĂŝŶŝŶŐ͕ŽŶŐŽŝŶŐƚƌĂŝŶŝŶŐĂŶĚŽŵŵƵŶŝĐĂƚŝŽŶĂŶĚƚŚĞ>LJƚdž^ƵƉƉŽƌƚĞŶƚĞƌ͘dŚĞLJĂƌĞ ŽĨĨĞƌŝŶŐ^ŽƵƌĐĞǁĞůůƉĂƌƚŝĐŝƉĂƚŝŶŐĞŶƚŝƚŝĞƐƐŝŐŶŝĨŝĐĂŶƚĚŝƐĐŽƵŶƚƐŽĨĨůŝƐƚƉƌŝĐŝŶŐ͘ DŽƚŝǀĞdĞĐŚŶŽůŽŐŝĞƐ͕/ŶĐ͘ŚĂƐŚĞůƉĞĚĨůĞĞƚƐŵĂŶĂŐĞǀĞŚŝĐůĞƐ͕ĂƐƐĞƚƐ͕ĂŶĚĚƌŝǀĞƌƐ͕ŝŵƉƌŽǀŝŶŐƐĂĨĞƚLJĂŶĚŽƉĞƌĂƚŝŽŶĂů ĞĨĨŝĐŝĞŶĐLJĨŽƌŽǀĞƌϭϬLJĞĂƌƐ͘DŽƚŝǀĞŽĨĨĞƌƐƚƌĂŝŶŝŶŐƉƌŽŐƌĂŵƐĚĞƐŝŐŶĞĚƚŽŚĞůƉĐƵƐƚŽŵĞƌƐƵƐĞĂŶĚŵĂŝŶƚĂŝŶƚŚĞƐĞ ƐŽůƵƚŝŽŶƐĞĨĨĞĐƚŝǀĞůLJ͕ĞŶƐƵƌŝŶŐƚŚĞLJĐĂŶǁŽƌŬŵŽƌĞĞĨĨŝĐŝĞŶƚůLJĂŶĚƐƚĂLJŝŶĐŽŵƉůŝĂŶĐĞǁŝƚŚƌĞŐƵůĂƚŝŽŶƐ͘dŚĞLJĂƌĞ ƉƌŽǀŝĚŝŶŐƐŽůŝĚƉƌŝĐŝŶŐƚŽĞŶƚŝƚŝĞƐƐĞƌǀŝĐĞĚďLJ^ŽƵƌĐĞǁĞůů͘ 








 


 
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^ŽƵƌĐĞǁĞůů  WĂŐĞϴŽĨϭϬ
ZŽŶdƵƌůĞLJƐƐŽĐŝĂƚĞƐ͕/ŶĐ͘ĚďĂZdŚĂƐďĞĞŶŚĞůƉŝŶŐƚŚĞƉĞŽƉůĞĂƚŽƌŐĂŶŝnjĂƚŝŽŶƐŬĞĞƉƚŚĞŝƌĨůĞĞƚƐŽƉĞƌĂƚŝŽŶĂů͕ ĞĨĨŝĐŝĞŶƚ͕ĂŶĚƐĂĨĞ͕ƚŚƌŽƵŐŚĐůĂƌŝƚLJ͕ĐŽŶĨŝĚĞŶĐĞ͕ĂŶĚƉĞĂĐĞŽĨŵŝŶĚĨŽƌŽǀĞƌϰϱLJĞĂƌƐ͘dŚĞƚƌĂŝŶŝŶŐŝŶĐůƵĚĞĚĂƚŶŽ ĂĚĚŝƚŝŽŶĂůĐŽƐƚǁŝƚŚLJŽƵƌƐƵďƐĐƌŝƉƚŝŽŶĐŽŶƐŝƐƚƐŽĨƌŽůĞͲďĂƐĞĚƚƌĂŝŶŝŶŐ͕ƚƵƚŽƌŝĂůǀŝĚĞŽƐĂŶĚǁĞďŝŶĂƌƐ͕ĐƵƐƚŽŵϭ͗ϭ ƚƌĂŝŶŝŶŐĂŶĚŝŶͲĂƉƉƐƵƉƉŽƌƚ͘ZdŽĨĨĞƌƐĚŝƐĐŽƵŶƚƐŽŶďŽƚŚƐŽĨƚǁĂƌĞƐĞƌǀŝĐĞƐĂŶĚŚĂƌĚǁĂƌĞƐŽůƵƚŝŽŶƐƚŚĂƚŝŶĐůƵĚĞ ƚŝĞƌƐŽĨƉƌŝĐĞďƌĞĂŬƐ͘
^ĂŵƐĂƌĂ/ŶĐ͘ŽĨĨĞƌƐ
>͕ǀĞŚŝĐůĞƚĞůĞŵĂƚŝĐƐ͕ĚƌŝǀĞƌƐĂĨĞƚLJ͕ĂƐƐĞƚƚƌĂĐŬŝŶŐ͕ŵŽďŝůĞǁŽƌŬĨůŽǁ͕ĂŶĚŝŶĚƵƐƚƌŝĂůƉƌŽĐĞƐƐ ĐŽŶƚƌŽůƐͲĂůůŝŶĂŶŝŶƚĞŐƌĂƚĞĚ͕ŽƉĞŶ͕ƌĞĂůͲƚŝŵĞ͕ĐůŽƵĚƉůĂƚĨŽƌŵ͘^ĂŵƐĂƌĂǁŝůůƉƌŽǀŝĚĞĂůůƐŽĨƚǁĂƌĞĂŶĚŚĂƌĚǁĂƌĞ ƉƌŽĚƵĐƚƐĂŶĚƐĞƌǀŝĐĞƐƚŽ^ŽƵƌĐĞǁĞůůƉĂƌƚŝĐŝƉĂƚŝŶŐĞŶƚŝƚŝĞƐ͕ĂĐƌŽƐƐĂůůĐŽŶƚŝŶĞŶƚĂůh^͕ĂƐǁĞůůĂƐh^dĞƌƌŝƚŽƌŝĞƐ͕ ,ĂǁĂŝŝĂŶĚůĂƐŬĂ͘dŚĞLJƉƌŽǀŝĚĞĂĐĐĞƐƐƚŽƚŚĞĨŽůůŽǁŝŶŐƌĞƐŽƵƌĐĞƐ͖>ĞĂƌŶŝŶŐKŶͲĞŵĂŶĚ͗^ĂŵƐĂƌĂĐĂĚĞŵLJ͕ ůĞĂƌŶŝŶŐĨƌŽŵĞdžƉĞƌƚƐ͕ĂŶĚůĞĂƌŶŝŶŐĨƌŽŵƉĞĞƌƐ͘dŚĞLJŽĨĨĞƌůŝŶĞͲŝƚĞŵĚŝƐĐŽƵŶƚƐŽŶĂĐĂƐĞͲďLJͲĐĂƐĞďĂƐŝƐǁŝƚŚ ƉŽƐƐŝďůĞĂĚĚŝƚŝŽŶĂůǀŽůƵŵĞĚŝƐĐŽƵŶƚƐ͘
d
>h^ŽŵŵƵŶŝĐĂƚŝŽŶƐ/ŶĐ͘ĚďĂ^ŬLJ,ĂǁŬdĞůĞŵĂƚŝĐƐŽĨĨĞƌƐĐĂƉĂďŝůŝƚŝĞƐŝŶĂƐƐĞƚƚƌĂĐŬŝŶŐĂŶĚǀŝĚĞŽƚĞůĞŵĂƚŝĐƐ͕ ĐŽŵďŝŶŝŶŐĂĚǀĂŶĐĞĚ/ŽdĂŶĚƚĞůĞĐŽŵŵƵŶŝĐĂƚŝŽŶƐƚĞĐŚŶŽůŽŐLJƚŽĞŶŚĂŶĐĞŽƉĞƌĂƚŝŽŶĂůǀŝƐŝďŝůŝƚLJĂŶĚƐĞĐƵƌŝƚLJĨŽƌ ďƵƐŝŶĞƐƐĞƐ͘dŚĞLJŽĨĨĞƌŵƵůƚŝƉůĞǁĂLJƐƚŽŐĞƚƚƌĂŝŶŝŶŐŝŶĐůƵĚŝŶŐ͗^ŬLJ,ĂǁŬŽŶŶĞĐƚŶLJǁŚĞƌĞ^ŽĨƚǁĂƌĞtĞďŝŶĂƌĨŽƌ

ŶĚhƐĞƌƐ͕^ŬLJ,ĂǁŬŽŶŶĞĐƚŶLJǁŚĞƌĞ^ŽĨƚǁĂƌĞtĞďŝŶĂƌĨŽƌƐLJƐƚĞŵĂĚŵŝŶŝƐƚƌĂƚŽƌƐ͕ŚĂƌĚǁĂƌĞĞƋƵŝƉŵĞŶƚ ŝŶƐƚĂůůĂƚŝŽŶ͕ĚŝĂŐŶŽƐƚŝĐƐ͕ƐĞƌǀŝĐĞ͕ƌĞƉĂŝƌĂŶĚƚƌĂŝŶŝŶŐƐƵƉƉŽƌƚ͘d >h^ŝƐŽĨĨĞƌŝŶŐ^ŽƵƌĐĞǁĞůůƐŽůŝĚĚŝƐĐŽƵŶƚƐďĂƐĞĚŽŶ
ĂǀĂƌŝĞƚLJŽĨĨĂĐƚŽƌƐŝŶĐůƵĚŝŶŐƉŽƐƐŝďůĞǀŽůƵŵĞĚŝƐĐŽƵŶƚƐďĂƐĞĚŽŶƋƵĂŶƚŝƚLJͬǀŽůƵŵĞŽĨƐĞƌǀŝĐĞƐ͘ h^^ĞƌǀŝĐĞƐ͕>>ŝƐŽĨĨĞƌŝŶŐĨůĞĞƚĂŶĚǀŝĚĞŽƚĞůĞŵĂƚŝĐƐƐŽůƵƚŝŽŶƐƉƌŽǀŝĚĞƐŬĞLJĐĂƉĂďŝůŝƚŝĞƐĂƌŽƵŶĚĚƌŝǀĞƌƐĂĨĞƚLJ ĂŶĚĂĐĐŝĚĞŶƚŵĂŶĂŐĞŵĞŶƚ͕ŝŶĐůƵĚŝŶŐĚƌŝǀĞƌƐĂĨĞƚLJ͕ĂĐĐŝĚĞŶƚŝŶǀĞƐƚŝŐĂƚŝŽŶĂŶĚůŝĂďŝůŝƚLJƉƌŽƚĞĐƚŝŽŶ͕ĂŶĚƌĞĚƵĐĞĚ ĂĐĐŝĚĞŶƚƌĂƚĞƐ͘dŚĞŝƌƚĂŝůŽƌĞĚƐŽůƵƚŝŽŶƐ͕ĚĞĚŝĐĂƚĞĚƐƵƉƉŽƌƚ͕ĐŽŵƉƌĞŚĞŶƐŝǀĞƐĂĨĞƚLJĨĞĂƚƵƌĞƐ͕ĨůĞdžŝďůĞĂŶĚƐĐĂůĂďůĞ ƐĞƌǀŝĐĞƐĂůŽŶŐǁŝƚŚƚŚĞŝƌĐŽƐƚͲĞĨĨĞĐƚŝǀĞƉƌŝĐŝŶŐŽĨĨĞƌĞĚƚŽ^ŽƵƌĐĞǁĞůůĞŶƚŝƚŝĞƐŝŶĐůƵĚŝŶŐƐŝŐŶŝĨŝĐĂŶƚĚŝƐĐŽƵŶƚƐŽŶ ƉƌŽǀŝĚĞĚƐĞƌǀŝĐĞƐ͘
sĞŵŽĐŽdĞůĞŵĂƚŝĐƐ͕>>ŝƐŽĨĨĞƌŝŶŐ^ŽƵƌĐĞǁĞůůĞŶƚŝƚŝĞƐ/ͲĞŶĂďůĞĚĂŶĚĂƵƚŽŵĂƚĞĚǀĞŚŝĐůĞƚƌĂĐŬŝŶŐĂŶĚ ŵĂŶĂŐĞŵĞŶƚƐĞƌǀŝĐĞƐƉƌŝŽƌŝƚŝnjŝŶŐĨůĞĞƚĂŶĚĨŝůĞĚƉƌŽĐĞƐƐŵĂŶĂŐĞŵĞŶƚ͘dŚĞLJŽĨĨĞƌƉƌĞĐŝƐĞŵŝůĞĂŐĞŵĂŶĂŐĞŵĞŶƚ͕ K
DĚĂƚĂƐƵƉƉŽƌƚ͕ĂĐĐƵƌĂƚĞĐŽŵƉůŝĂŶĐĞĂŶĚƌĞƉŽƌƚŝŶŐĂůŽŶŐǁŝƚŚƌĞĂůͲƚŝŵĞǀĞŚŝĐůĞŵŽŶŝƚŽƌŝŶŐƉƌŽĂĐƚŝǀĞ ŵĂŝŶƚĞŶĂŶĐĞĂŶĚĚŝĂŐŶŽƐƚŝĐƐĂŵŽŶŐŽƚŚĞƌƐĞƌǀŝĐĞƐĂǀĂŝůĂďůĞƚŚƌŽƵŐŚƚŚĞŝƌƉƌŽĚƵĐƚƐĂŶĚƐĞƌǀŝĐĞƐ͘dŚĞLJŽĨĨĞƌ ƚƌĂŝŶŝŶŐƚŽďŽƚŚƚŚĞŝƌĞdžŝƐƚŝŶŐĐůŝĞŶƚƐĂƐǁĞůůĂƐŶĞǁĐƵƐƚŽŵĞƌƐ͘sĞŵŽĐŽŽĨĨĞƌƐĞŶƚŝƚŝĞƐƐƵďƐƚĂŶƚŝĂůĚŝƐĐŽƵŶƚƐĂůŽŶŐ ǁŝƚŚƉŽƐƐŝďůĞǀŽůƵŵĞĚŝƐĐŽƵŶƚƐ͘
sĞƌŝnjŽŶŽŶŶĞĐƚ&ůĞĞƚh^͕>>ŝƐŽĨĨĞƌŝŶŐƐŽůƵƚŝŽŶ͕ZĞǀĞĂůĨŽƌ'ŽǀĞƌŶŵĞŶƚ͕ƉƌŽǀŝĚŝŶŐĂƐĞĐƵƌĞ͕ƵƐĞƌͲĨƌŝĞŶĚůLJ ƐŽůƵƚŝŽŶĨŽƌϮϰͬϳƌĞĂůͲƚŝŵĞǀĞŚŝĐůĞƚƌĂĐŬŝŶŐĂŶĚŵŽŶŝƚŽƌŝŶŐ͕ƌĞƉŽƌƚŝŶŐĂŶĚĂůĞƌƚŝŶŐ͘tŝƚŚƚŚĞŝƌůĂƌŐĞŶĞƚǁŽƌŬŽĨ ƐĞƌǀŝĐĞĨŽůŬƐĂůŽŶŐǁŝƚŚƚŚĞŝƌŝŶƚĞƌŶĂůĐŚĂŶŶĞůƐ͕ƚŚĞLJŚĂǀĞƚŚĞĂďŝůŝƚLJƚŽƐĞƌǀŝĐĞĂůů^ŽƵƌĐĞǁĞůůĞŶƚŝƚŝĞƐ͘dŚĞLJŽĨĨĞƌ ĐůĂƐƐƌŽŽŵŝŶƐƚƌƵĐƚŽƌͲůĞĚƚƌĂŝŶŝŶŐ͕ǁĞďͲďĂƐĞĚŝŶƐƚƌƵĐƚŽƌͲůĞĚƚƌĂŝŶŝŶŐ͕ŝŶůŝŶĞƐĞůĨͲƉĂĐĞĚƚƌĂŝŶŝŶŐĂůŽŶŐǁŝƚŚ ŵĂŝŶƚĞŶĂŶĐĞĂŶĚŝŶƐƚĂůůĂƚŝŽŶƚƌĂŝŶŝŶŐ͕ĂůůŽǁŝŶŐĞŶƚŝƚŝĞƐƚŽůĞĂƌŶǁŚĂƚƚŚĞLJŶĞĞĚ͘sĞƌŝnjŽŶŝƐŽĨĨĞƌŝŶŐĞŶƚŝƚŝĞƐƐŽůŝĚ ĚŝƐĐŽƵŶƚƐŽĨĨŽĨƐƚĂŶĚĂƌĚƉƌŝĐŝŶŐĂŶĚĂůƐŽŽĨĨĞƌƐƚŝĞƌĞĚƉƌŝĐŝŶŐďĂƐĞĚŽŶĨůĞĞƚƐŝnjĞ͘ ŽŶĂƌ^LJƐƚĞŵƐ͕/ŶĐ͘ŽĨĨĞƌƐƉƌŽĚƵĐƚƐĂŶĚƐĞƌǀŝĐĞƐƚŚĂƚƐƵƉƉŽƌƚĂƐƐĞƚĂŶĚƌŝƐŬŵĂŶĂŐĞŵĞŶƚƚŚƌŽƵŐŚĂ ĐŽŵƉƌĞŚĞŶƐŝǀĞĚĂƚĂƐƚƌƵĐƚƵƌĞƚŚĂƚĂůůŽǁƐƉƵďůŝĐƐĞĐƚŽƌĨůĞĞƚƐƚŽďĞƚƚĞƌŵĂŶĂŐĞƚŚĞŝƌŝŶǀĞŶƚŽƌLJŽĨĂƐƐĞƚƐĂŶĚ ŝĚĞŶƚŝĨLJďŽƚŚƚŚĞǀŽůƵŵĞĂŶĚƚLJƉĞŽĨǁŽƌŬƚŚŽƐĞĂƐƐĞƚƐĂƌĞƐƵƉƉŽƌƚŝŶŐ͘dŚĞLJŚĂǀĞĂĚĚŝƚŝŽŶĂůƐĞƌǀŝĐĞƐƐƵĐŚĂƐ͗ s/Z
WĂƐƐ͕DLJsŝĞǁĂŶĚ&ĂƵůƚY͕ĂůůŽĨǁŚŝĐŚĐŽŶƚƌŝďƵƚĞƚŽĨůĞĞƚĂŶĚƌŝĚĞƌƐĂĨĞƚLJ͘ŽŶĂƌŝƐŽĨĨĞƌŝŶŐ^ŽƵƌĐĞǁĞůů ƉĂƌƚŝĐŝƉĂƚŝŶŐĞŶƚŝƚŝĞƐƐŝŐŶŝĨŝĐĂŶƚĚŝƐĐŽƵŶƚƐŽŶƚŚĞŝƌĚŝĨĨĞƌĞŶƚĐĂƚĞŐŽƌŝĞƐŽĨƐĞƌǀŝĐĞƐĂŶĚƉƌŽĚƵĐƚƐ͘ 








 


 
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ĂƌŽů:ĂĐŬƐŽŶ͕D͕͘͘^ĞŶŝŽƌWƌŽĐƵƌĞŵĞŶƚŶĂůLJƐƚ

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^ĐŽƚƚŽďĞƌĞŝŶĞƌ͕WWK͕E/'WͲWW͕WƌŽĐƵƌĞŵĞŶƚŶĂůLJƐƚ// ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
DĂƌŝsŝĞůŵĂ͕WƌŽĐƵƌĞŵĞŶƚŶĂůLJƐƚ//
ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
EĞǀĂƌĂǁĨŽƌĚ͕WƌŽĐƵƌĞŵĞŶƚŶĂůLJƐƚ/









 


 
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^ŽƵƌĐĞǁĞůů  WĂŐĞϭϬŽĨϭϬ
^dd
D
EdK&KDW>/E

ƐŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĨĨŝĐĞƌĨŽƌ^ŽƵƌĐĞǁĞůů͕/ŚĂǀĞƌĞǀŝĞǁĞĚƚŚĞƌĞĐŽŵŵĞŶĚĂƚŝŽŶŽĨƚŚĞ ǀĂůƵĂƚŝŽŶŽŵŵŝƚƚĞĞ
ĂŶĚƚŚĞĂĐĐŽŵƉĂŶLJŝŶŐƐƵƉƉŽƌƚŵĂƚĞƌŝĂůƐĚŽĐƵŵĞŶƚŝŶŐƚŚĞƉƌŽĐĞƐƐĨŽůůŽǁĞĚĨŽƌZ&WηϭϬϮϵϮϰ&ůĞĞƚDĂŶĂŐĞŵĞŶƚ dĞĐŚŶŽůŽŐŝĞƐǁŝƚŚZĞůĂƚĞĚ^ŽĨƚǁĂƌĞ^ŽůƵƚŝŽŶƐ͘
dŚĞĐŽŵŵŝƚƚĞĞĂĐĐĞƉƚĞĚ͕ĚĞĞŵĞĚƌĞƐƉŽŶƐŝǀĞ͕ĞǀĂůƵĂƚĞĚ͕ĂŶĚƌĞĐŽŵŵĞŶĚĞĚƉƌŽƉŽƐĂůƐĨŽƌĂǁĂƌĚ͘hŶĚĞƌĂƵƚŚŽƌŝƚLJ ŐƌĂŶƚĞĚƚŽƚŚĞŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĨĨŝĐĞƌŝŶ^ŽƵƌĐĞǁĞůů͛ƐďLJůĂǁƐ͕ƚŚĞƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐƐĞƚĨŽƌƚŚĂďŽǀĞĂƌĞ ĂƉƉƌŽǀĞĚ͘
/ŚĞƌĞďLJĐĞƌƚŝĨLJ͗
ϭ͘^ŽƵƌĐĞǁĞůůŝƐĂŐŽǀĞƌŶŵĞŶƚĂŐĞŶĐLJ͕ĐƌĞĂƚĞĚĂŶĚĂƵƚŚŽƌŝnjĞĚďLJDŝŶŶĞƐŽƚĂůĂǁƚŽƉƌŽǀŝĚĞĐŽŽƉĞƌĂƚŝǀĞ ƉƌŽĐƵƌĞŵĞŶƚŵĂƐƚĞƌĂŐƌĞĞŵĞŶƚƐ͘
Ϯ͘dŚĞƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐĂŶĚƌĞƐƵůƚŝŶŐŵĂƐƚĞƌĂŐƌĞĞŵĞŶƚƐŚĂǀĞďĞĞŶĂǁĂƌĚĞĚŝŶĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞůĂǁƐŽĨ ƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂ;DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐŚĂƉƚĞƌϰϳϭĂŶĚDŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐ^ĞĐƚŝŽŶϭϮϯ͘ϮϭͿ͕ĂŶĚŝŶ ĐŽŶĨŽƌŵŝƚLJƚŽ^ŽƵƌĐĞǁĞůů͛ƐWƌŽĐƵƌĞŵĞŶƚWŽůŝĐLJ͘
ϯ͘dŚĞĂǁĂƌĚƐůŝƐƚĞĚǁĞƌĞŵĂĚĞďĂƐĞĚŽŶƚŚĞƌĞƐƵůƚƐŽĨƚŚĞĐŽŵƉĞƚŝƚŝǀĞƐŽůŝĐŝƚĂƚŝŽŶƉƌŽĐĞƐƐ͘ ϰ͘dŚĞĂǁĂƌĚƐůŝƐƚĞĚǁĞƌĞƌĂƚŝĨŝĞĚďLJƚŚĞ^ŽƵƌĐĞǁĞůůŽĂƌĚŽĨŝƌĞĐƚŽƌƐŽŶDĂLJϮϬ͕ϮϬϮϱ͘ ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
:ĞƌĞŵLJ^ĐŚǁĂƌƚnj͕^^͕WWK͕E/'WͲWW   
^ŽƵƌĐĞǁĞůůŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĨĨŝĐĞƌ









 


 
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Motive Technologies #102924-MTV
Pricing for contract #102924-MTV offers Sourcewell participating agencies the following discounts:
• 9% off the commercial list price of our products and services. • Volume-based discounts based on the scale of the purchase. • For participating agencies signing up for our Spend Management platform, Motive offers the potential for large fuel discounts with tier one savings that could average 20+ cents per gallon at more than 4,000 locations, including Love’s and TA. We may also offer a basis point rebate on all spend, fixed discounts at partner locations, or a combination of both, depending on the agency’s spend volume and fueling patterns. 2762
102924-MTV
v052824 1
MASTER AGREEMENT #102924
CATEGORY: FůĞĞƚDĂŶĂŐĞŵĞŶƚdĞĐŚŶŽůŽŐŝĞƐǁŝƚŚZĞůĂƚĞĚ^ŽŌǁĂƌĞ^ŽůƵƟŽŶƐ SUPPLIER: DŽƟǀĞdĞĐŚŶŽůŽŐŝĞƐ͕/ŶĐ͘
This Master Agreement (Agreement) is between Sourcewell, ĂDŝŶŶĞƐŽƚĂƐĞƌǀŝĐĞĐŽŽƉĞƌĂƟǀĞlocated at 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and DŽƟǀĞdĞĐŚŶŽůŽŐŝĞƐ͕/ŶĐ͘ with an address of 55 Hawthorne Street, #400, San Francisco, CA 94105 (Supplier).

Sourcewell is a ůŽĐĂůŐŽǀĞƌŶŵĞŶƚĂŶĚƐĞƌǀŝĐĞĐŽŽƉĞƌĂƟǀĞĐƌĞĂƚĞĚƵŶĚĞƌƚŚĞůĂǁƐŽĨƚŚĞState of DŝŶŶĞƐŽƚĂ;DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐ^ĞĐƟŽŶϭϮϯ͘ϮϭͿŽīĞƌŝŶŐ a CŽŽƉĞƌĂƟǀĞPurchasing Program to eligible ƉĂƌƟĐŝƉĂƟŶŐŐŽǀĞƌŶŵĞŶƚĞŶƟƟĞƐ.

Under this Master Agreement entered with Sourcewell, Supplier will provide /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ to WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƚŚƌŽƵŐŚ^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing Program. ƌƟĐůĞϭ͗
'ĞŶĞƌĂůdĞƌŵƐ
dŚĞ'ĞŶĞƌĂůdĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϭĐŽŶƚƌŽůƚŚĞŽƉĞƌĂƟŽŶŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůů ĂŶĚ^ƵƉƉůŝĞƌĂŶĚĂƉƉůLJƚŽĂůůƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚďLJ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ͘^ƵďƐĞƋƵĞŶƚ
ƌƟĐůĞƐƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚĐŽŶƚƌŽůƚŚĞƌŝŐŚƚƐĂŶĚŽďůŝŐĂƟŽŶƐĚŝƌĞĐƚůLJďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ ^ƵƉƉůŝĞƌ;ƌƟĐůĞϮͿ͕ĂŶĚďĞƚǁĞĞŶ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJ;ƌƟĐůĞϯͿ͕ƌĞƐƉĞĐƟǀĞůLJ͘dŚĞƐĞƌƟĐůĞϭ
'ĞŶĞƌĂůdĞƌŵƐĐŽŶƚƌŽůŽǀĞƌĂŶLJĐŽŶŇŝĐƟŶŐƚĞƌŵƐ͘tŚĞƌĞƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƐŝůĞŶƚŽŶĂŶLJƐƵďũĞĐƚ͕ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌƌĞƚĂŝŶ ƚŚĞĂďŝůŝƚLJƚŽŶĞŐŽƟĂƚĞŵƵƚƵĂůůLJĂĐĐĞƉƚĂďůĞƚĞƌŵƐ. 1) WƵƌƉŽƐĞ͘ Pursuant to Minnesota law, the Sourcewell Board of Directors has authorized ĂŽŽƉĞƌĂƟǀĞ Purchasing Program designed to provide PĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐǁŝƚŚĂĐĐĞƐƐƚŽĐŽŵƉĞƟƟǀĞůLJĂǁĂƌĚĞĚ
ĐŽŽƉĞƌĂƟǀĞƉƵƌĐŚĂƐŝŶŐagreements. To facilitate the Program, Sourcewell has awarded Supplier this ĐŽŽƉĞƌĂƟǀĞƉƵƌĐŚĂƐŝŶŐDĂƐƚĞƌŐƌĞĞŵĞŶƚĨŽůůŽǁŝŶŐĂĐŽŵƉĞƟƟǀĞƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐŝŶƚĞŶĚĞĚƚŽ ŵĞĞƚĐŽŵƉůŝĂŶĐĞƐƚĂŶĚĂƌĚƐŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚDŝŶŶĞƐŽƚĂůĂǁĂŶĚƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐĐŽŶƚĂŝŶĞĚ herein.
2) /ŶƚĞŶƚ͘ dŚĞŝŶƚĞŶƚŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƚŽĚĞĮŶĞƚŚĞƌŽůĞƐŽĨ^ŽƵƌĐĞǁĞůů͕^ƵƉƉůŝĞƌ͕ĂŶĚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂƐŝƚƌĞůĂƚĞƐƚŽ^ŽƵƌĐĞǁĞůů͛ƐŽŽƉĞƌĂƟǀĞWƵƌĐŚĂƐŝŶŐWƌŽŐƌĂŵ͘ ϯͿ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĐĐĞƐƐ͘ ^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing Program Master Agreements are ĂǀĂŝůĂďůĞƚŽĞůŝŐŝďůĞƉƵďůŝĐĂŐĞŶĐŝĞƐ;WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐͿ. WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͛ƐĂƵƚŚŽƌŝƚLJƚŽĂĐĐĞƐƐ
^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing PƌŽŐƌĂŵŝƐĚĞƚĞƌŵŝŶĞĚƚŚƌŽƵŐŚƚŚĞůĂǁƐŽĨŝƚƐƌĞƐƉĞĐƟǀĞ ũƵƌŝƐĚŝĐƟŽŶ͘
4) ^ƵƉƉůŝĞƌĐĐĞƐƐ͘ dŚĞ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐŽīĞƌĞĚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚŵĂLJďĞŵĂĚĞĂǀĂŝůĂďůĞƚŽĂŶLJ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘^ƵƉƉůŝĞƌƵŶĚĞƌƐƚĂŶĚƐƚŚĂƚĂWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͛ƐƵƐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĂƚƚŚĞ
WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͛ƐƐŽůĞĐŽŶǀĞŶŝĞŶĐĞ͘^ƵƉƉůŝĞƌǁŝůůĞĚƵĐĂƚĞŝƚƐƐĂles and service forces about ^ŽƵƌĐĞǁĞůůĞůŝŐŝďŝůŝƚLJƌĞƋƵŝƌĞŵĞŶƚƐĂŶĚƌĞƋƵŝƌĞĚĚŽĐƵŵĞŶƚĂƟŽŶ͘^ƵƉƉůŝĞƌǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌ ĞŶƐƵƌŝŶŐƐĂůĞƐĂƌĞǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ.














 

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102924-MTV
v052824 2
5) dĞƌŵ͘ dŚŝƐŐƌĞĞŵĞŶƚŝƐĞīĞĐƟǀĞƵƉŽŶƚŚĞĚĂƚĞŽĨƚŚĞĮŶĂůƐŝŐŶĂƚƵƌĞďĞůŽǁ͘dŚĞƚĞƌŵŽĨƚŚŝƐ ŐƌĞĞŵĞŶƚŝƐĨŽƵƌ;ϰͿLJĞĂƌƐĨƌŽŵƚŚĞĞīĞĐƟǀĞĚĂƚĞ͘dŚĞŐƌĞĞŵĞŶƚĞdžƉŝƌĞƐĂƚϭϭ͗ϱϵW͘D͘ĞŶƚƌĂů Time on ƉƌŝůϮϯ͕ϮϬϮϵ, ƵŶůĞƐƐŝƚŝƐĐĂŶĐĞůůĞĚŽƌĞdžƚĞŶĚĞĚĂƐĚĞĮŶĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚ͘ a)
džƚĞŶƐŝŽŶƐ͘ Sourcewell and Supplier may agree to up to three ;ϯͿ ĂĚĚŝƟŽŶĂůŽŶĞ-year extensions beyond the original four-year term. The total possible length of this Agreement will be seven (7) LJĞĂƌƐĨƌŽŵƚŚĞĞīĞĐƟǀĞĚĂƚĞ͘
b)
džĐĞƉƟŽŶĂůŝƌĐƵŵƐƚĂŶĐĞƐ͘ ^ŽƵƌĐĞǁĞůůƌĞƚĂŝŶƐƚŚĞƌŝŐŚƚƚŽĐŽŶƐŝĚĞƌĂĚĚŝƟŽŶĂůĞdžƚĞŶƐŝŽŶƐĂƐ ƌĞƋƵŝƌĞĚƵŶĚĞƌĞdžĐĞƉƟŽŶĂůĐŝƌĐƵŵƐƚĂŶĐĞƐ͘
6) ^ƵƌǀŝǀĂůŽĨdĞƌŵƐ͘ EŽƚǁŝƚŚƐƚĂŶĚŝŶŐƚŚĞƚĞƌŵŝŶĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕ƚŚĞŽďůŝŐĂƟŽŶƐŽĨƚŚŝƐ ŐƌĞĞŵĞŶƚǁŝůůĐŽŶƟŶƵĞƚŚƌŽƵŐŚƚŚĞƉĞƌĨŽƌŵĂŶĐĞƉĞƌŝŽĚŽĨĂŶLJƚƌĂŶƐĂĐƟŽŶĞŶƚĞƌĞĚbetween ^ƵƉƉůŝĞƌĂŶĚĂŶLJWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJďĞĨŽƌĞƚŚĞƚĞƌŵŝŶĂƟŽŶĚĂƚĞ͘
7) ^ĐŽƉĞ͘^ƵƉƉůŝĞƌŝƐĂǁĂƌĚĞĚĂDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽƉƌŽǀŝĚĞƚŚĞƐŽůƵƟŽŶƐŝĚĞŶƟĮĞĚŝŶRFP #102924 ƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ͘/Ŷ^ĐŽƉĞƐŽůƵƟŽŶƐŝŶĐůƵĚĞ͗
a. Fleet management information systems;
b. Fleet technology related hardware solutions;
c. Related software solutions;
d. Fleet telematics;
e. Geofencing solutions;
f. Motor pool and fleet sharing solutions services;
g. /ŶƚĞŐƌĂƚĞĚǀŝĚĞŽsolutions; and,
h.
ŵŝƐƐŝŽŶƐ͕'ƌĞĞŶ,ŽƵƐĞ'ĂƐ;','Ϳ͕Žƌ>ŽǁĂƌďŽŶ&ƵĞů^ƚĂŶĚĂƌĚ;>&^ͿƚƌĂĐŬŝŶŐ͕ƌĞƉŽƌƚŝŶŐ͕ and management.
8) /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ͘ ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůto the above referenced RFP is incorporated into this Master ŐƌĞĞŵĞŶƚ͘KŶůLJƚŚŽƐĞ^ŽůƵƟŽŶƐŝŶĐůƵĚĞĚǁŝƚŚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůĂŶĚǁŝƚŚŝŶ^ĐŽƉĞ;/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐͿĂƌĞŝŶĐůƵĚĞĚǁŝƚŚŝŶƚŚĞŐƌĞĞŵĞŶƚĂŶĚŵĂLJďĞŽīĞƌĞĚƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ.
9) /ŶĚĞĮŶŝƚĞYƵĂŶƟƚLJ͘ dŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚĚĞĮŶĞƐĂŶŝŶĚĞĮŶŝƚĞƋƵĂŶƟƚLJŽĨƐĂůĞƐƚŽĞůŝŐŝďůĞ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ.
10) WƌŝĐŝŶŐ͘ WƌŝĐŝŶŐŝŶĨŽƌŵĂƟŽŶ;ŝŶĐůƵĚŝŶŐWƌŝĐŝŶŐĂŶĚĞůŝǀĞƌLJĂŶĚWƌŝĐŝŶŐKīĞƌĞĚtĂďůĞƐͿĨŽƌĂůů/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐǁŝƚŚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůŝƐŝŶĐŽƌƉŽƌĂƚĞĚŝŶƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ͘ 11) EŽƚƚŽ
džĐĞĞĚWƌŝĐŝŶŐ͘ ^ƵƉƉůŝĞƌƐŵĂLJŶŽƚĞdžĐĞĞĚƚŚĞƉƌŝĐĞƐůŝƐƚĞĚŝŶƚŚĞĐƵƌƌĞŶƚWƌŝĐŝŶŐ>ŝƐƚŽŶĮůĞ with Sourcewell ǁŚĞŶŽīĞƌŝŶŐ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ͘WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐŵĂLJ
ƌĞƋƵĞƐƚĂĚũƵƐƚŵĞŶƚƐƚŽƉƌŝĐŝŶŐĚŝƌĞĐƚůLJfrom ^ƵƉƉůŝĞƌĚƵƌŝŶŐƚŚĞŶĞŐŽƟĂƟŽŶĂŶĚĞdžĞĐƵƟŽŶŽĨĂŶLJ ƚƌĂŶƐĂĐƟŽŶ.
12) KƉĞŶDĂƌŬĞƚ͘ ^ƵƉƉůŝĞƌ͛ƐŽƉĞŶŵĂƌŬĞƚƉƌŝĐŝŶŐprocess is included within its Proposal. 13) ^ƵƉƉůŝĞƌZĞƉƌĞƐĞŶƚĂƟŽŶƐ͗














 

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i) ŽŵƉůŝĂŶĐĞ͘ Supplier represents and warrants it will provide all /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ under this Agreement in full compliance with applicable federal, state, and local laws and ƌĞŐƵůĂƟŽŶƐ͘
ii) >ŝĐĞŶƐĞƐ͘ ƐĂƉƉůŝĐĂďůĞ͕^ƵƉƉůŝĞƌǁŝůůŵĂŝŶƚĂŝŶĂǀĂůŝĚƐƚĂƚƵƐŽŶĂůůƌĞƋƵŝƌĞĚĨĞĚĞƌĂů͕ƐƚĂƚĞ͕ ĂŶĚůŽĐĂůůŝĐĞŶƐĞƐ͕ďŽŶĚƐ͕ĂŶĚƉĞƌŵŝƚƐƌĞƋƵŝƌĞĚĨŽƌƚŚĞŽƉĞƌĂƟŽŶŽĨ^ƵƉƉůŝĞƌ͛ƐďƵƐŝŶĞƐƐǁŝƚŚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ͘WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐŵĂLJƌĞƋƵĞƐƚĂůůƌĞůĞǀĂŶƚĚŽĐƵŵĞŶƚĂƟŽŶĚŝƌĞĐƚůLJĨƌŽŵ Supplier.
iii) ^ƵƉƉůŝĞƌtĂƌƌĂŶƚƐ͘ Supplier warrants that all /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐĨƵƌŶŝƐŚĞĚƵŶĚĞƌƚŚŝƐ Agreement are free from liens and encumbrances, and are free from defects in design, materials, ĂŶĚǁŽƌŬŵĂŶƐŚŝƉ͘/ŶĂĚĚŝƟŽŶ͕^ƵƉƉůŝĞƌǁĂƌƌĂŶƚƐƚŚĞ^ŽůƵƟŽŶƐĂƌĞƐƵŝƚĂďůĞĨŽƌĂŶĚǁŝůůƉĞƌĨŽƌŵ in accordance with the ordinary use for which they are intended. 14) ĂŶŬƌƵƉƚĐLJEŽƟĐĞƐ͘ ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐŝƚŝƐŶŽƚĐƵƌƌĞŶƚůLJŝŶĂďĂŶŬƌƵƉƚĐLJƉƌŽĐĞĞĚŝŶŐ͘ ^ƵƉƉůŝĞƌŚĂƐĚŝƐĐůŽƐĞĚĂůůĐƵƌƌĞŶƚĂŶĚĐŽŵƉůĞƚĞĚďĂŶŬƌƵƉƚĐLJƉƌŽĐĞĞĚŝŶŐƐǁŝƚŚŝŶƚŚĞƉĂƐƚƐĞǀĞŶLJĞĂƌƐ ǁŝƚŚŝŶŝƚƐWƌŽƉŽƐĂů͘^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞŶŽƟĐĞŝŶǁƌŝƟŶŐƚŽ^ŽƵƌĐĞǁĞůůŝĨŝƚĞŶƚĞƌƐĂďĂŶŬƌƵƉƚĐLJ ƉƌŽĐĞĞĚŝŶŐĂƚĂŶLJƟŵĞĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘ 15) ĞďĂƌŵĞŶƚĂŶĚ^ƵƐƉĞŶƐŝŽŶ͘ ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐĂƌĞ presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota, the United States federal government, or any WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐŚĂǀĞďĞĞŶ ĐŽŶǀŝĐƚĞĚŽĨĂĐƌŝŵŝŶĂůŽīĞŶƐĞƌĞůĂƚĞĚƚŽƚŚĞƐƵďũĞĐƚŵĂƩĞƌŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĨƵƌƚŚĞƌ warrants that it will pƌŽǀŝĚĞŝŵŵĞĚŝĂƚĞǁƌŝƩĞŶŶŽƟĐĞƚŽ^ŽƵƌĐĞǁĞůůŝĨƚŚŝƐĐĞƌƟĮĐĂƟŽŶĐŚĂŶŐĞƐĂƚ ĂŶLJƟŵĞĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘
16) WƌŽǀŝƐŝŽŶƐĨŽƌŶŽŶ-hŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĞŶƟƚLJƉƌŽĐƵƌĞŵĞŶƚƐƵŶĚĞƌhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĂǁĂƌĚƐ ŽƌŽƚŚĞƌĂǁĂƌĚƐ;ƉƉĞŶĚŝdžII ƚŽϮ͘&͘ZΑϮϬϬͿ͘ WĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐƚŚĂƚƵƐĞhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂů
ŐƌĂŶƚŽƌŽƚŚĞƌĨĞĚĞƌĂůĨƵŶĚŝŶŐƚŽƉƵƌĐŚĂƐĞƐŽůƵƟŽŶƐĨƌŽŵƚŚŝƐŐƌĞĞŵĞŶƚŵĂLJďĞƐƵďũĞĐƚƚŽ ĂĚĚŝƟŽŶĂůƌĞƋƵŝƌĞŵĞŶƚƐŝŶĐůƵĚŝŶŐƚŚĞƉƌŽĐƵƌĞŵĞŶƚƐƚĂŶĚĂƌĚƐŽĨƚŚĞhŶŝĨŽƌŵĚŵŝŶŝƐƚƌĂƟǀĞ ZĞƋƵŝƌĞŵĞŶƚƐ͕ŽƐƚWƌŝŶĐŝƉůĞƐĂŶĚƵĚŝƚZĞƋƵŝƌĞŵĞŶƚƐĨŽƌ&ĞĚĞƌĂůǁĂƌĚƐ͕Ϯ͘&͘Z͘ΑϮϬϬ͘ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐŵĂLJŚĂǀĞĂĚĚŝƟŽŶĂůƌĞƋƵŝƌĞŵĞŶƚƐďĂƐĞĚŽŶƐƉĞĐŝĮĐĨƵŶĚŝŶŐƐŽƵƌĐĞƚĞƌŵƐŽƌ ĐŽŶĚŝƟŽŶƐ͘tŝƚŚŝŶƚŚŝƐ^ĞĐƟŽŶ, all references to “federal” should be interpreted to mean the United ^ƚĂƚĞƐĨĞĚĞƌĂůŐŽǀĞƌŶŵĞŶƚ͘dŚĞĨŽůůŽǁŝŶŐůŝƐƚĂƉƉůŝĞƐǁŚĞŶĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJĂĐĐĞƐƐĞƐ^ƵƉƉůŝĞƌ͛Ɛ
/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐǁŝƚŚhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĨƵŶĚƐ͘
i)
Yh>
DW>KzD
EdKWWKZdhE/dz͘
džĐĞƉƚĂƐŽƚŚĞƌǁŝƐĞƉƌŽǀŝĚĞĚƵŶĚĞƌϰϭ͘&͘Z͘Α
60, all agreements ƚŚĂƚŵĞĞƚƚŚĞĚĞĮŶŝƟŽŶŽĨ͞ĨĞĚĞƌĂůůLJĂƐƐŝƐƚĞĚĐŽŶƐƚƌƵĐƟŽŶĐŽŶƚƌĂĐƚ͟ŝŶϰϭ ͘&͘Z͘ΑϲϬ-ϭ͘ϯŵƵƐƚŝŶĐůƵĚĞƚŚĞĞƋƵĂůŽƉƉŽƌƚƵŶŝƚLJĐůĂƵƐĞƉƌŽǀŝĚĞĚƵŶĚĞƌϰϭ͘&͘Z͘ΑϲϬ-1.4(b), in ĂĐĐŽƌĚĂŶĐĞǁŝƚŚ
džĞĐƵƟǀĞKƌĚĞƌϭϭϮϰϲ͕͞
ƋƵĂů
ŵƉůŽLJŵĞŶƚKƉƉŽƌƚƵŶŝƚLJ͟;ϯϬ&ZϭϮϯϭϵ͕ϭϮϵϯϱ͕
ϯ͘&͘Z͘Α͕ϭϵϲϰ-ϭϵϲϱŽŵƉ͕͘Ɖ͘ϯϯϵͿ͕ĂƐĂŵĞŶĚĞĚďLJ
džĞĐƵƟǀĞKƌĚĞƌϭϭϯϳϱ͕͞ŵĞŶĚŝŶŐ

džĞĐƵƟǀĞKƌĚĞƌϭϭϮϰϲZĞůĂƟŶŐƚŽ
ƋƵĂů
ŵƉůŽLJŵĞŶƚKƉƉŽƌƚƵŶŝƚLJ͕͟ ĂŶĚŝŵƉůĞŵĞŶƟŶŐ
ƌĞŐƵůĂƟŽŶƐĂƚϰϭ͘&͘Z͘ΑϲϬ͕͞KĸĐĞŽĨ&ĞĚĞƌĂůŽŶƚƌĂĐƚŽŵƉůŝĂŶĐĞWƌŽŐƌĂŵƐ͕ ƋƵĂů

ŵƉůŽLJŵĞŶƚKƉƉŽƌƚƵŶŝƚLJ͕ĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌ͘͟dŚĞĞƋƵĂůŽƉƉŽƌƚƵŶŝƚLJĐůĂƵƐĞŝƐŝŶĐŽƌƉŽƌĂƚĞĚ herein by reference.














 

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ii) DAVIS-KEd͕^D
E
;ϰϬh͘^͘͘Αϯϭϰϭ-ϯϭϰϴͿ͘ tŚĞŶƌĞƋƵŝƌĞĚďLJĨĞĚĞƌĂů
ƉƌŽŐƌĂŵůĞŐŝƐůĂƟŽŶ͕ĂůůƉƌŝŵĞĐŽŶƐƚƌƵĐƟŽŶĐŽŶƚƌĂĐƚƐŝŶĞdžĐĞƐƐŽĨΨϮ͕ϬϬϬĂǁĂƌĚĞĚďLJŶŽŶ-federal ĞŶƟƟĞƐŵƵƐƚŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞĂǀŝƐ-ĂĐŽŶĐƚ;ϰϬh͘^͘͘Αϯϭϰϭϯϭϰϰ͕ĂŶĚϯϭϰϲ-ϯϭϰϴͿĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌƌĞŐƵůĂƟŽŶƐ;Ϯϵ͘&͘Z͘Αϱ͕ ͞>ĂďŽƌ^ƚĂŶĚĂƌĚƐWƌŽǀŝƐŝŽŶƐƉƉůŝĐĂďůĞƚŽŽŶƚƌĂĐƚƐŽǀĞƌŝŶŐ&ĞĚĞƌĂůůLJ&ŝŶĂŶĐĞĚĂŶĚƐƐŝƐƚĞĚ ŽŶƐƚƌƵĐƟŽŶ͟Ϳ͘/ŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞƐƚĂƚƵƚĞ͕ĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚ ďĞƌĞƋƵŝƌĞĚƚŽƉĂLJǁĂŐĞƐƚŽ ůĂďŽƌĞƌƐĂŶĚŵĞĐŚĂŶŝĐƐĂƚĂƌĂƚĞŶŽƚůĞƐƐƚŚĂŶƚŚĞƉƌĞǀĂŝůŝŶŐǁĂŐĞƐƐƉĞĐŝĮĞĚŝŶĂǁĂŐĞ ĚĞƚĞƌŵŝŶĂƟŽŶŵĂĚĞďLJƚŚĞ^ĞĐƌĞƚĂƌLJŽĨ>ĂďŽƌ͘/ŶĂĚĚŝƟŽŶ͕ĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽƉĂLJ ǁĂŐĞƐŶŽƚůĞƐƐƚŚĂŶŽŶĐĞĂǁĞĞŬ͘dŚĞŶŽŶ-fedĞƌĂůĞŶƟƚLJŵƵƐƚƉůĂĐĞĂĐŽƉLJŽĨƚŚĞĐƵƌƌĞŶƚ ƉƌĞǀĂŝůŝŶŐǁĂŐĞĚĞƚĞƌŵŝŶĂƟŽŶŝƐƐƵĞĚďLJƚŚĞĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌŝŶĞĂĐŚƐŽůŝĐŝƚĂƟŽŶ͘dŚĞ ĚĞĐŝƐŝŽŶƚŽĂǁĂƌĚĂĐŽŶƚƌĂĐƚŽƌƐƵďĐŽŶƚƌĂĐƚŵƵƐƚďĞĐŽŶĚŝƟŽŶĞĚƵƉŽŶƚŚĞĂĐĐĞƉƚĂŶĐĞŽĨƚŚĞ ǁĂŐĞĚĞƚĞƌŵŝŶĂƟŽŶ͘dŚĞŶŽŶ-feĚĞƌĂůĞŶƟƚLJŵƵƐƚƌĞƉŽƌƚĂůůƐƵƐƉĞĐƚĞĚŽƌƌĞƉŽƌƚĞĚǀŝŽůĂƟŽŶƐƚŽ the federal awarding agency. The contracts must also include a provision for compliance with the ŽƉĞůĂŶĚ͞ŶƟ-<ŝĐŬďĂĐŬ͟Đƚ;ϰϬh͘^͘͘ΑϯϭϰϱͿ͕ĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌ regulaƟŽŶƐ;Ϯϵ͘&͘Z͘Αϯ͕͞ŽŶƚƌĂĐƚŽƌƐĂŶĚ^ƵďĐŽŶƚƌĂĐƚŽƌƐŽŶWƵďůŝĐƵŝůĚŝŶŐŽƌWƵďůŝĐtŽƌŬ &ŝŶĂŶĐĞĚŝŶtŚŽůĞŽƌŝŶWĂƌƚďLJ>ŽĂŶƐŽƌ'ƌĂŶƚƐĨƌŽŵƚŚĞhŶŝƚĞĚ^ƚĂƚĞƐ͟Ϳ͘dŚĞĐƚƉƌŽǀŝĚĞƐƚŚĂƚ each contractor or subrecipient must be prohibited from inducing, by any means, any person ĞŵƉůŽLJĞĚŝŶƚŚĞĐŽŶƐƚƌƵĐƟŽŶ͕ĐŽŵƉůĞƟŽŶ͕ŽƌƌĞƉĂŝƌŽĨƉƵďůŝĐǁŽƌŬ͕ƚŽŐŝǀĞƵƉĂŶLJƉĂƌƚŽĨƚŚĞ ĐŽŵƉĞŶƐĂƟŽŶƚŽǁŚŝĐŚŚĞŽƌƐŚĞŝƐŽƚŚĞƌǁŝƐĞĞŶƟƚůĞĚ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŵƵƐƚƌĞƉŽƌƚĂůů ƐƵƐƉĞĐƚĞĚŽƌƌĞƉŽƌƚĞĚǀŝŽůĂƟŽŶƐƚŽƚŚĞĨĞĚĞƌĂůawarding agency. Supplier must comply with all applicable Davis-Bacon Act provisions.
iii) KEdZdtKZ<,KhZ^E^&
dz^dEZ^d;ϰϬh͘^͘͘ΑϯϳϬϭ-ϯϳϬϴͿ͘
tŚĞƌĞĂƉƉůŝĐĂďůĞ͕ĂůůĐŽŶƚƌĂĐƚƐĂǁĂƌĚĞĚďLJƚŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŝŶĞdžĐĞƐƐŽĨΨϭϬϬ͕ϬϬϬƚŚĂƚ involve the employment of mechanics or laborers must include a provision for compliance with ϰϬh͘^͘͘ΑΑϯϳϬϮĂŶĚϯϳϬϰ͕ĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌƌĞŐƵůĂƟŽŶƐ;Ϯϵ͘&͘Z͘ΑϱͿ͘ hŶĚĞƌϰϬh͘^͘͘ΑϯϳϬϮŽĨƚŚĞĐƚ͕ĞĂĐŚĐŽŶƚƌĂĐƚŽƌŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽĐŽŵƉƵƚĞƚŚĞǁĂŐĞƐŽĨ ĞǀĞƌLJŵĞĐŚĂŶŝĐĂŶĚůĂďŽƌĞƌŽŶƚŚĞďĂƐŝƐŽĨĂƐƚĂŶĚĂƌĚǁŽƌŬǁĞĞŬŽĨϰϬŚŽƵƌƐ͘tŽƌŬŝŶĞdžĐĞƐƐŽĨ ƚŚĞƐƚĂŶĚĂƌĚǁŽƌŬǁĞĞŬŝƐƉĞƌŵŝƐƐŝďůĞƉƌŽǀŝĚĞĚƚŚĂƚƚŚĞǁŽƌŬĞƌŝƐĐŽŵƉĞŶƐĂƚĞĚĂƚĂƌĂƚĞŽĨŶŽƚ ůĞƐƐƚŚĂŶŽŶĞĂŶĚĂŚĂůĨƟŵĞƐƚŚĞďĂƐŝĐƌĂƚĞŽĨƉĂLJĨŽƌĂůůŚŽƵƌƐǁŽƌŬĞĚŝŶĞdžĐĞƐƐŽĨϰϬŚŽƵƌƐŝŶ ƚŚĞǁŽƌŬǁĞĞŬ͘dŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϰϬh͘^͘͘ΑϯϳϬϰĂƌĞĂƉƉůŝĐĂďůĞƚŽĐŽŶƐƚƌƵĐƟŽŶǁŽƌŬĂŶĚ ƉƌŽǀŝĚĞƚŚĂƚŶŽůĂďŽƌĞƌŽƌŵĞĐŚĂŶŝĐŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽǁŽƌŬŝŶƐƵƌƌŽƵŶĚŝŶŐƐŽƌƵŶĚĞƌǁŽƌŬŝŶŐ ĐŽŶĚŝƟŽŶƐǁŚŝĐŚĂƌĞƵŶƐĂŶŝƚĂƌLJ͕ŚĂnjĂƌĚŽƵƐŽƌĚĂŶŐĞƌŽƵƐ͘dŚĞƐĞƌĞƋƵŝƌĞŵĞŶƚƐĚŽŶŽƚĂƉƉůLJƚŽ the purchases ŽĨƐƵƉƉůŝĞƐ͕ŵĂƚĞƌŝĂůƐ͕ŽƌĂƌƟĐůĞƐŽƌĚŝŶĂƌŝůLJĂǀĂŝůĂďůĞŽŶƚŚĞŽƉĞŶŵĂƌŬĞƚ͕Žƌ ĐŽŶƚƌĂĐƚƐĨŽƌƚƌĂŶƐƉŽƌƚĂƟŽŶŽƌƚƌĂŶƐŵŝƐƐŝŽŶŽĨŝŶƚĞůůŝŐĞŶĐĞ͘dŚŝƐƉƌŽǀŝƐŝŽŶŝƐŚĞƌĞďLJŝŶĐŽƌƉŽƌĂƚĞĚ ďLJƌĞĨĞƌĞŶĐĞŝŶƚŽƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽf an award for all ŐƌĞĞŵĞŶƚƐďLJ^ŽƵƌĐĞǁĞůůƌĞƐƵůƟŶŐĨƌŽŵƚŚŝƐƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐ͕^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚ ĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘
iv) Z/',d^dK/Es
Ed/KE^D
hE
ZKEdZdKZ'Z

D
Ed͘ /ĨƚŚĞĨĞĚĞƌĂů
ĂǁĂƌĚŵĞĞƚƐƚŚĞĚĞĮŶŝƟŽŶŽĨ͞ĨƵŶĚŝŶŐĂŐƌĞĞŵĞŶƚ͟ƵŶĚĞƌϯϳ͘&͘Z͘ΑϰϬϭ͘Ϯ;ĂͿĂŶĚƚŚĞƌĞĐŝƉŝĞŶƚ ŽƌƐƵďƌĞĐŝƉŝĞŶƚǁŝƐŚĞƐƚŽĞŶƚĞƌŝŶƚŽĂĐŽŶƚƌĂĐƚǁŝƚŚĂƐŵĂůůďƵƐŝŶĞƐƐĮƌŵŽƌŶŽŶƉƌŽĮƚ ŽƌŐĂŶŝnjĂƟŽŶƌĞŐĂƌĚŝŶŐƚŚĞƐƵďƐƟƚƵƟŽŶŽĨƉĂƌƟĞƐ͕ĂƐƐŝŐnment or performance of experimental, ĚĞǀĞůŽƉŵĞŶƚĂů͕ŽƌƌĞƐĞĂƌĐŚǁŽƌŬƵŶĚĞƌƚŚĂƚ͞ĨƵŶĚŝŶŐĂŐƌĞĞŵĞŶƚ͕͟ƚŚĞƌĞĐŝƉŝĞŶƚŽƌƐƵďƌĞĐŝƉŝĞŶƚ ŵƵƐƚĐŽŵƉůLJǁŝƚŚƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϯϳ͘&͘Z͘ΑϰϬϭ͕͞ZŝŐŚƚƐƚŽ/ŶǀĞŶƟŽŶƐDĂĚĞďLJEŽŶƉƌŽĮƚ KƌŐĂŶŝnjĂƟŽŶƐĂŶĚ^ŵĂůůƵƐŝŶĞƐƐ&ŝƌŵƐhŶĚĞƌ'ŽǀĞƌŶŵĞŶƚ'ƌĂŶƚƐ͕ŽŶƚƌĂĐƚƐĂŶĚŽŽƉĞƌĂƟǀĞ ŐƌĞĞŵĞŶƚƐ͕͟ĂŶĚĂŶLJŝŵƉůĞŵĞŶƟŶŐƌĞŐƵůĂƟŽŶƐŝƐƐƵĞĚďLJƚŚĞĂǁĂƌĚŝŶŐĂŐĞŶĐLJ͘^ƵƉƉůŝĞƌ 













 

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102924-MTV
v052824 5
ĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨĂŶĂǁĂƌĚĨŽƌĂůůŐƌĞĞŵĞŶƚƐďLJ^ŽƵƌĐĞǁĞůůƌĞƐƵůƟŶŐĨƌŽŵƚŚŝƐ ƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐ͕^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘ v) >
E/Zd;ϰϮh͘^͘͘ΑϳϰϬϭ-ϳϲϳϭY͘ͿEd,
&

Z>td
ZWK>>hd/KE
KEdZK>d;ϯϯh͘^͘͘ΑϭϮϱϭ-ϭϯϴϳͿ͘ Contracts and subgrants of amounts in excess of ΨϭϱϬ͕ϬϬϬƌĞƋƵŝƌĞƚŚĞŶŽŶ-federal award to agree to comply with all applicable standards, orders ŽƌƌĞŐƵůĂƟŽŶƐŝƐƐƵĞĚƉƵƌƐƵĂŶƚƚŽƚŚĞůĞĂŶŝƌĐƚ;ϰϮh͘^͘͘ΑϳϰϬϭ- ϳϲϳϭƋͿĂŶĚƚŚĞ&ĞĚĞƌĂů tĂƚĞƌWŽůůƵƟŽŶŽŶƚƌŽůĐƚĂƐĂŵĞŶĚĞĚ;ϯϯh͘^͘͘ΑϭϮϱϭ- ϭϯϴϳͿ͘sŝŽůĂƟŽŶƐŵƵƐƚďĞƌĞƉŽƌƚĞĚƚŽ ƚŚĞ&ĞĚĞƌĂůĂǁĂƌĚŝŶŐĂŐĞŶĐLJĂŶĚƚŚĞZĞŐŝŽŶĂůKĸĐĞŽĨƚŚĞ ŶǀŝƌŽŶŵĞŶƚĂůWƌŽƚĞĐƟŽŶŐĞŶĐLJ
;
WͿ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƚǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞ ƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘
vi) 
ZD
EdE^h^W
E^/KE;
y
hd/s
KZ
Z^ϭϮϱϰϵEϭϮϲϴϵͿ͘ A contract
ĂǁĂƌĚ;ƐĞĞϮ͘&͘Z͘ΑϭϴϬ͘ϮϮϬͿŵƵƐƚŶŽƚďĞŵĂĚĞƚŽƉĂƌƟĞƐůŝƐƚĞĚŽŶƚŚĞŐŽǀĞƌŶŵĞŶƚǁŝĚĞ exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines ĂƚϮ͘&͘Z͘ΑϭϴϬƚŚĂƚŝŵƉůĞŵĞŶƚ
džĞĐƵƟǀĞKƌĚĞƌƐϭϮϱϰϵ;ϯ͘&͘Z͘ΑϭϵϴϲŽŵƉ͕͘Ɖ͘ϭϴϵͿĂŶĚ ϭϮϲϴϵ;ϯ͘&͘Z͘ΑϭϵϴϵŽŵƉ͕͘Ɖ͘ϮϯϱͿ͕͞ĞďĂƌŵĞŶƚĂŶĚ^ƵƐƉĞŶƐŝŽŶ͘͟^D džĐůƵƐŝŽŶƐĐŽŶƚĂŝŶƐ
ƚŚĞŶĂŵĞƐŽĨƉĂƌƟĞƐĚĞďĂƌƌĞĚ͕ƐƵƐƉĞŶĚĞĚ͕ŽƌŽƚŚĞƌǁŝƐĞĞdžĐůƵĚĞĚďLJĂŐĞŶĐŝĞƐ͕ĂƐǁĞůůĂƐƉĂƌƟĞƐ ĚĞĐůĂƌĞĚŝŶĞůŝŐŝďůĞƵŶĚĞƌƐƚĂƚƵƚŽƌLJŽƌƌĞŐƵůĂƚŽƌLJĂƵƚŚŽƌŝƚLJŽƚŚĞƌƚŚĂŶ džĞĐƵƟǀĞKƌĚĞƌϭϮϱϰϵ͘
^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐĂƌĞƉƌĞƐĞŶƚůLJĚĞďĂƌƌĞĚ͕ƐƵƐƉĞŶĚĞĚ͕ƉƌŽƉŽƐĞĚ for debarment, declared ineligible, or voluntĂƌŝůLJĞdžĐůƵĚĞĚĨƌŽŵƉĂƌƟĐŝƉĂƟŽŶďLJĂŶLJĨĞĚĞƌĂů department or agency.
vii) BYRD ANTI->Kz/E'D
ED
Ed͕^D
E
;ϯϭh͘^͘͘ΑϭϯϱϮͿ͘ Suppliers must
ĮůĞĂŶLJƌĞƋƵŝƌĞĚĐĞƌƟĮĐĂƟŽŶƐ͘^ƵƉƉůŝĞƌƐŵƵƐƚŶŽƚŚĂǀĞƵƐĞĚĨĞĚĞƌĂůĂƉƉƌŽƉƌŝĂƚĞĚĨƵŶĚƐƚŽƉĂLJ ĂŶLJƉĞƌƐŽŶŽƌŽƌŐĂŶŝnjĂƟŽŶĨŽƌŝŶŇƵĞŶĐŝŶŐŽƌĂƩĞŵƉƟŶŐƚŽŝŶŇƵĞŶĐĞĂŶŽĸĐĞƌŽƌĞŵƉůŽLJĞĞŽĨ ĂŶLJĂŐĞŶĐLJ͕ĂŵĞŵďĞƌŽĨŽŶŐƌĞƐƐ͕ŽĸĐĞƌŽƌĞŵployee of Congress, or an employee of a ŵĞŵďĞƌŽĨŽŶŐƌĞƐƐŝŶĐŽŶŶĞĐƟŽŶǁŝƚŚŽďƚĂŝŶŝŶŐĂŶLJĨĞĚĞƌĂůĐŽŶƚƌĂĐƚ͕ŐƌĂŶƚ͕ŽƌĂŶLJŽƚŚĞƌ ĂǁĂƌĚĐŽǀĞƌĞĚďLJϯϭh͘^͘͘ΑϭϯϱϮ͘^ƵƉƉůŝĞƌƐŵƵƐƚĚŝƐĐůŽƐĞĂŶLJůŽďbying with non-federal funds ƚŚĂƚƚĂŬĞƐƉůĂĐĞŝŶĐŽŶŶĞĐƟŽŶǁŝƚŚŽďƚĂŝŶŝŶŐĂŶLJĨĞĚĞƌĂůĂǁĂƌĚ͘^ƵĐŚĚŝƐĐůŽƐƵƌĞƐĂƌĞĨŽƌǁĂƌĚĞĚ ĨƌŽŵƟĞƌƚŽƟĞƌƵƉƚŽƚŚĞŶŽŶ-ĨĞĚĞƌĂůĂǁĂƌĚ͘^ƵƉƉůŝĞƌƐŵƵƐƚĮůĞĂůůĐĞƌƟĮĐĂƟŽŶƐĂŶĚĚŝƐĐůŽƐƵƌĞƐ ƌĞƋƵŝƌĞĚďLJ͕ĂŶĚŽƚŚĞƌǁŝƐĞĐŽŵƉůLJǁŝƚŚ͕ƚŚĞLJƌĚŶƟ->ŽďďLJŝŶŐŵĞŶĚŵĞŶƚ;ϯϭh͘^͘͘ΑϭϯϱϮͿ͘ viii) Z
KZZ
d
Ed/KEZ
Yh/Z
D
Ed^͘To the extent applicable, Supplier must comply
ǁŝƚŚƚŚĞƌĞĐŽƌĚƌĞƚĞŶƟŽŶƌĞƋƵŝƌĞŵĞŶƚƐĚĞƚĂŝůĞĚŝŶϮ͘&͘Z͘ΑϮϬϬ͘ϯϯϯ͘dŚĞ^ƵƉƉůŝĞƌĨƵƌƚŚĞƌ ĐĞƌƟĮĞƐƚŚĂƚŝƚǁŝůůƌĞƚĂŝŶĂůůƌĞĐŽƌĚƐĂƐƌĞƋƵŝƌĞĚďLJϮ͘&͘Z͘ΑϮϬϬ͘ϯϯϯĨŽƌĂƉĞƌŝŽĚŽĨϯLJĞĂƌƐĂŌĞƌ grantees or ƐƵďŐƌĂŶƚĞĞƐƐƵďŵŝƚĮŶĂůĞdžƉĞŶĚŝƚƵƌĞƌĞƉŽƌƚƐŽƌƋƵĂƌƚĞƌůLJŽƌĂŶŶƵĂůĮŶĂŶĐŝĂů ƌĞƉŽƌƚƐ͕ĂƐĂƉƉůŝĐĂďůĞ͕ĂŶĚĂůůŽƚŚĞƌƉĞŶĚŝŶŐŵĂƩĞƌƐĂƌĞĐůŽƐĞĚ͘ ix)
E
Z'zWK>/zEKE^
Zsd/KEdKDW>/E
͘ To the extent applicable,
^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚƚŚĞŵĂŶĚĂƚŽƌLJƐƚĂŶĚĂƌĚƐĂŶĚƉŽůŝĐŝĞƐƌĞůĂƟŶŐƚŽĞŶĞƌŐLJĞĸĐŝĞŶĐLJ ǁŚŝĐŚĂƌĞĐŽŶƚĂŝŶĞĚŝŶƚŚĞƐƚĂƚĞĞŶĞƌŐLJĐŽŶƐĞƌǀĂƟŽŶƉůĂŶŝƐƐƵĞĚŝŶĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞ ŶĞƌŐLJ
WŽůŝĐLJĂŶĚŽŶƐĞƌǀĂƟŽŶĐƚ͘
x) hzD
Z/EWZKs/^/KE^KDW>/E
͘ To the extent applicable, Supplier must
comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and ŽƉĞŶĐŽŵƉĞƟƟŽŶ͘














 

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xi) 
^^dKZ
KZ^;Ϯ͘&͘Z͘ΑϮϬϬ͘ϯϯϲͿ͘ Supplier agrees that duly authorized ƌĞƉƌĞƐĞŶƚĂƟǀĞƐŽĨĂĨĞĚĞƌĂůĂŐĞŶĐLJŵƵƐƚŚĂǀĞĂĐĐĞƐƐƚŽĂŶLJŬƐ͕ĚŽĐƵŵĞŶƚƐ͕ƉĂƉĞƌƐĂŶĚ ƌĞĐŽƌĚƐŽĨ^ƵƉƉůŝĞƌƚŚĂƚĂƌĞĚŝƌĞĐƚůLJƉĞƌƟŶĞŶƚƚŽ^ƵƉƉůŝĞƌ͛ƐĚŝƐĐŚĂƌŐĞŽĨŝƚƐŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐ Agreement for the purpose oĨŵĂŬŝŶŐĂƵĚŝƚƐ͕ĞdžĂŵŝŶĂƟŽŶƐ͕ĞdžĐĞƌƉƚƐ͕ĂŶĚƚƌĂŶƐĐƌŝƉƟŽŶƐ͘dŚĞ ƌŝŐŚƚĂůƐŽŝŶĐůƵĚĞƐƟŵĞůLJĂŶĚƌĞĂƐŽŶĂďůĞĂĐĐĞƐƐƚŽ^ƵƉƉůŝĞƌ͛ƐƉĞƌƐŽŶŶĞůĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨ ŝŶƚĞƌǀŝĞǁĂŶĚĚŝƐĐƵƐƐŝŽŶƌĞůĂƟŶŐƚŽƐƵĐŚĚŽĐƵŵĞŶƚƐ͘
xii) WZKhZ
D
EdK&Z
Ks
Z
Dd
Z/>^;Ϯ͘&͘Z͘ΑϮϬϬ͘ϯϮϮͿ͘A non-ĨĞĚĞƌĂůĞŶƟƚLJ
ƚŚĂƚŝƐĂƐƚĂƚĞĂŐĞŶĐLJŽƌĂŐĞŶĐLJŽĨĂƉŽůŝƟĐĂůƐƵďĚŝǀŝƐŝŽŶŽĨĂƐƚĂƚĞĂŶĚŝƚƐĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚ ĐŽŵƉůLJǁŝƚŚ^ĞĐƟŽŶϲϬϬϮŽĨƚŚĞ^ŽůŝĚtĂƐƚĞŝƐƉŽƐĂůĐƚ͕ĂƐĂŵĞŶĚĞĚďLJƚŚĞZĞƐŽƵƌĐĞ ŽŶƐĞƌǀĂƟŽŶĂŶĚZĞĐŽǀĞƌLJĐƚ͘dŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨ^ĞĐƟŽŶϲϬϬϮŝŶĐůƵĚĞƉƌŽĐƵƌŝŶŐŽŶůLJŝƚĞŵƐ ĚĞƐŝŐŶĂƚĞĚŝŶŐƵŝĚĞůŝŶĞƐŽĨƚŚĞ
ŶǀŝƌŽŶŵĞŶƚĂůWƌŽƚĞĐƟŽŶŐĞŶĐLJ;
WͿĂƚϰϬ͘&͘Z͘ΑϮϰϳƚŚĂƚ
ĐŽŶƚĂŝŶƚŚĞŚŝŐŚĞƐƚƉĞƌĐĞŶƚĂŐĞŽĨƌĞĐŽǀĞƌĞĚŵĂƚĞƌŝĂůƐƉƌĂĐƟĐĂďůĞ͕ consistent with maintaining a ƐĂƟƐĨĂĐƚŽƌLJůĞǀĞůŽĨĐŽŵƉĞƟƟŽŶ͕ǁŚĞƌĞƚŚĞƉƵƌĐŚĂƐĞƉƌŝĐĞŽĨƚŚĞŝƚĞŵĞdžĐĞĞĚƐΨϭϬ͕ϬϬϬŽƌƚŚĞ ǀĂůƵĞŽĨƚŚĞƋƵĂŶƟƚLJĂĐƋƵŝƌĞĚĚƵƌŝŶŐƚŚĞƉƌĞĐĞĚŝŶŐĮƐĐĂůLJĞĂƌĞdžĐĞĞĚĞĚΨϭϬ͕ϬϬϬ͖ƉƌŽĐƵƌŝŶŐ solid waste management services in a manner that maximizes energy and resource recovery; ĂŶĚĞƐƚĂďůŝƐŚŝŶŐĂŶĂĸƌŵĂƟǀĞƉƌŽĐƵƌĞŵĞŶƚƉƌŽŐƌĂŵĨŽƌƉƌŽĐƵƌĞŵĞŶƚŽĨƌĞĐŽǀĞƌĞĚŵĂƚĞƌŝĂůƐ ŝĚĞŶƟĮĞĚŝŶƚŚĞ
WŐƵŝĚĞůŝŶĞƐ͘
xiii) &

Z>^
>;^Ϳ͕>K'K^͕E&>'^͘ The Supplier cannot use the seal(s), logos, crests, ŽƌƌĞƉƌŽĚƵĐƟŽŶƐŽĨŇĂŐƐŽƌůŝŬĞŶĞƐƐĞƐŽĨ&ĞĚĞƌĂůĂŐĞŶĐLJŽĸĐŝĂůƐǁŝƚŚŽƵƚƐƉĞĐŝĮĐƉƌĞ-approval. xiv) EKK>/'d/KEz&

Z>'Ks
ZED
Ed͘ The U.S. federal government is not a party
ƚŽƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJƉƵƌĐŚĂƐĞďLJĂWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂŶĚŝƐŶŽƚƐƵďũĞĐƚƚŽĂŶLJŽďůŝŐĂƟŽŶƐ
ŽƌůŝĂďŝůŝƟĞƐƚŽƚŚĞWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͕^ƵƉƉůŝĞƌ͕ŽƌĂŶLJŽƚŚĞƌƉĂƌƚLJƉĞƌƚĂŝŶŝŶŐƚŽĂŶLJŵĂƩĞƌ ƌĞƐƵůƟŶŐĨƌŽŵƚhe Agreement or any purchase by an authorized user. xv) WZK'ZD&ZhE&>^
KZ&Zhh>
Ed^dd
D
Ed^KZZ
>d
d^͘ The
ŽŶƚƌĂĐƚŽƌĂĐŬŶŽǁůĞĚŐĞƐƚŚĂƚϯϭh͘^͘͘Αϯϴ;ĚŵŝŶŝƐƚƌĂƟǀĞZĞŵĞĚŝĞƐĨŽƌ&ĂůƐĞůĂŝŵƐĂŶĚ ^ƚĂƚĞŵĞŶƚƐͿĂƉƉůŝĞƐƚŽƚŚĞ^ƵƉƉůŝĞƌ͛ƐĂĐƟŽŶƐƉĞƌƚĂŝŶŝŶŐƚŽƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJƉƵƌĐŚĂƐĞďLJĂ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘
xvi) &

Z>
d͘ dŚĞ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚŝƚŝƐŶŽŶ-ĚĞůŝŶƋƵĞŶƚŝŶŝƚƐƌĞƉĂLJŵĞŶƚŽĨĂŶLJ ĨĞĚĞƌĂůĚĞďƚ͘
džĂŵƉůĞƐŽĨƌĞůĞǀĂŶƚĚĞďƚŝŶĐůƵĚĞĚĞůŝŶƋƵĞŶƚƉĂLJƌŽůůĂŶĚŽƚŚĞƌƚĂdžĞƐ͕ĂƵĚŝƚ ĚŝƐĂůůŽǁĂŶĐĞ͕ĂŶĚďĞŶĞĮƚŽǀĞƌƉĂLJŵĞŶƚƐ͘
xvii) KE&>/d^K&/Ed
Z
^d͘ dŚĞ^ƵƉƉůŝĞƌŵƵƐƚŶŽƟĨLJƚŚĞh͘^͘KĸĐĞŽĨ'ĞŶĞƌĂů^ĞƌǀŝĐĞƐ͕ ^ŽƵƌĐĞǁĞůů͕ĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂƐƐŽŽŶĂƐƉŽƐƐŝďůĞŝĨƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJĂƐƉĞĐƚƌĞůĂƚĞĚ ƚŽƚŚĞĂŶƟĐŝƉĂƚĞĚǁŽƌŬƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚƌĂŝƐĞƐĂŶĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚŽĨŝŶƚĞƌĞƐƚ(as ĚĞƐĐƌŝďĞĚŝŶϮ͘&͘Z͘WĂƌƚϮϬϬͿ͘dŚĞ^ƵƉƉůŝĞƌŵƵƐƚĞdžƉůĂŝŶƚŚĞĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚŝŶ ǁƌŝƟŶŐŝŶƐƵĸĐŝĞŶƚĚĞƚĂŝůƐŽƚŚĂƚƚŚĞh͘^͘KĸĐĞŽĨ'ĞŶĞƌĂů^ĞƌǀŝĐĞƐ͕^ŽƵƌĐĞǁĞůů͕ĂŶĚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂƌĞĂďůĞƚŽĂƐƐĞƐƐƚŚĞĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚ͖ĂŶĚƉƌŽǀŝĚĞĂŶLJĂĚĚŝƟŽŶĂů ŝŶĨŽƌŵĂƟŽŶĂƐŶĞĐĞƐƐĂƌLJŽƌƌĞƋƵĞƐƚĞĚ͘
xviii) h͘^͘
y
hd/s
KZ
ZϭϯϮϮϰ͘ The Supplier, and its subcontractors, must comply with h͘^͘
džĞĐƵƟǀĞKƌĚĞƌϭϯϮϮϰĂŶĚh͘^͘>ĂǁƐƚŚĂƚƉƌŽŚŝďŝƚƚƌĂŶƐĂĐƟŽŶƐǁŝƚŚĂŶĚƉƌŽǀŝƐŝŽŶŽĨ ƌĞƐŽƵƌĐĞƐĂŶĚƐƵƉƉŽƌƚƚŽŝŶĚŝǀŝĚƵĂůƐĂŶĚŽƌŐĂŶŝnjĂƟŽŶƐĂƐƐŽĐŝĂƚĞĚǁŝƚŚƚĞƌƌŽƌŝƐŵ͘ 













 

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xix) WZK,//d/KEKE
Zd/Ed
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KDDhE/d/KE^Es/
K^hZs
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^
Zs/
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Yh/WD
Ed͘ dŽƚŚĞĞdžƚĞŶƚĂƉƉůŝĐĂďůĞ͕^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨ ƚŚŝƐŐƌĞĞŵĞŶƚŝƚǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϮ͘&͘Z͘ΑϮϬϬ͘Ϯϭϲ͘ xx) KD
^d/WZ
&
Z
E
^&KZWZKhZ
D
Ed^͘ To the extent applicable, Supplier
ĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞ ƌĞƋƵŝƌĞŵĞŶƚƐŽĨϮ͘&͘Z͘ΑϮϬϬ͘ϯϮϮ͘
ƌƟĐůĞϮ͗
^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌKďůŝŐĂƟŽŶƐ
dŚĞdĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϮƌĞůĂƚĞƐƉĞĐŝĮĐĂůůLJƚŽ^ŽƵƌĐĞǁĞůůĂŶĚŝƚƐĂĚŵŝŶŝƐƚƌĂƟŽŶŽĨƚŚŝƐDĂƐƚĞƌ ŐƌĞĞŵĞŶƚǁŝƚŚ^ƵƉƉůŝĞƌĂŶĚ^ƵƉƉůŝĞƌ͛ƐŽďůŝŐĂƟŽŶƐƚŚĞƌĞƵŶĚĞƌ͘ 1) ƵƚŚŽƌŝnjĞĚ^ĞůůĞƌƐ͘^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞ^ŽƵƌĐĞǁĞůůĂĐƵƌƌĞŶƚŵĞĂŶƐƚŽǀĂůŝĚĂƚĞŽƌĂƵƚŚĞŶƟĐĂƚĞ ^ƵƉƉůŝĞƌ͛ƐĂƵƚŚŽƌŝnjĞĚĚĞĂůĞƌƐ͕ĚŝƐƚƌŝďƵƚŽƌƐ͕ŽƌƌĞƐĞůůĞƌƐǁŚŝĐŚŵĂLJĐŽŵƉůĞƚĞƚƌĂŶƐĂĐƟŽŶƐŽĨ/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐŽīĞƌĞĚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘^ŽƵƌĐĞǁĞůůŵĂLJƌĞƋƵĞƐƚƵƉĚĂƚĞĚŝŶĨŽƌŵĂƟŽŶŝŶŝƚƐ ĚŝƐĐƌĞƟŽŶ͕ĂŶĚ^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŽƉƌŽǀŝĚĞƌĞƋƵĞƐƚĞĚŝŶĨŽƌŵĂƟŽŶǁŝƚŚŝŶĂƌĞĂƐŽŶĂďůĞƟŵĞ͘ 2) WƌŽĚƵĐƚĂŶĚWƌŝĐĞŚĂŶŐĞƐZĞƋƵŝƌĞŵĞŶƚƐ͘ ^ƵƉƉůŝĞƌŵĂLJƌĞƋƵĞƐƚ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐchanges, ĂĚĚŝƟŽŶƐ͕ŽƌĚĞůĞƟŽŶƐĂƚĂŶLJƟŵĞ͘ůůƌĞƋƵĞƐƚƐŵƵƐƚďĞŵĂĚĞŝŶǁƌŝƟŶŐďLJƐƵďŵŝƫŶŐĂ^ŽƵƌĐĞǁĞůů WƌŝĐĞĂŶĚWƌŽĚƵĐƚŚĂŶŐĞZĞƋƵĞƐƚ&ŽƌŵƚŽ^ŽƵƌĐĞǁĞůů͘ƚĂŵŝŶŝŵƵŵ͕ƚŚĞƌĞƋƵĞƐƚŵƵƐƚ͗ x /ĚĞŶƟĨLJƚŚĞĂƉƉůŝĐĂďůĞ^ŽƵƌĐĞǁĞůůŐƌĞĞŵĞŶƚŶƵŵďĞƌ͖
x ůĞĂƌůLJƐƉĞĐŝĨLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͖
x WƌŽǀŝĚĞƐƵĸĐŝĞŶƚĚĞƚĂŝůƚŽũƵƐƟĨLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͖ x /ŶĚŝǀŝĚƵĂůůLJůŝƐƚĂůů/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐĂīĞĐƚĞĚďLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͕ĂůŽŶŐǁŝƚŚƚŚĞ ƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ;Ğ͘Ő͕͘ĂĚĚŝƟŽŶ͕ĚĞůĞƟŽŶ͕ƉƌŝĐĞĐŚĂŶŐĞͿ͖ĂŶĚ x /ŶĐůƵĚĞĂĐŽŵƉůĞƚĞƌĞƐƚĂƚĞŵĞŶƚŽĨWƌŝĐŝŶŐ>ŝƐƚǁŝƚŚƚŚĞĞīĞĐƟǀĞĚĂƚĞŽĨƚŚĞŵŽĚŝĮĞĚƉƌŝĐŝŶŐ͕ ŽƌƉƌŽĚƵĐƚĂĚĚŝƟŽŶŽƌĚĞůĞƟŽŶ͘dŚĞŶĞǁƉƌŝĐŝŶŐƌĞƐƚĂƚĞŵĞŶƚŵƵƐƚŝŶĐůƵĚĞĂůů/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐŽīĞƌĞĚ͕ĞǀĞŶĨŽƌƚŚŽƐĞŝƚĞŵƐǁŚĞƌĞƉƌŝĐŝŶŐƌĞŵĂŝŶƐƵŶĐŚĂŶŐĞĚ͘ ĨƵůůLJĞdžĞĐƵƚĞĚ^ŽƵƌĐĞǁĞůůWƌŝĐĞĂŶĚWƌŽĚƵĐƚŚĂŶŐĞZĞƋƵĞƐƚ&ŽƌŵǁŝůůďĞĐŽŵĞĂŶĂŵĞŶĚŵĞŶƚƚŽ this Agreement and will be incorporated by reference.
ϯͿ ƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞ͘ ^ƵƉƉůŝĞƌǁŝůůĂƐƐŝŐŶĂŶƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞƚŽ^ŽƵƌĐĞǁĞůůĨŽƌƚŚŝƐ ŐƌĞĞŵĞŶƚĂŶĚŵƵƐƚƉƌŽǀŝĚĞƉƌŽŵƉƚŶŽƟĐĞƚŽ^ŽƵƌĐĞǁĞůůŝĨƚŚĂƚƉĞƌƐŽŶŝƐĐŚĂŶŐĞĚ͘dŚĞƵƚŚŽƌŝnjĞĚ ZĞƉƌĞƐĞŶƚĂƟǀĞǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌ͗
x Maintenance and management of this Agreement;
x dŝŵĞůLJƌĞƐƉŽŶƐĞƚŽĂůů^ŽƵƌĐĞǁĞůůĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝŶƋƵŝƌŝĞƐ͖ĂŶĚ
x WĂƌƟĐŝƉĂƟŽŶŝŶƌĞǀŝĞǁƐǁŝƚŚ^ŽƵƌĐĞǁĞůů͘
^ŽƵƌĐĞǁĞůůΖƐƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞŝƐŝƚƐŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĸĐĞƌ. 4) WĞƌĨŽƌŵĂŶĐĞZĞǀŝĞǁƐ͘ Supplier͕ƵƉŽŶĂƚůĞĂƐƚϯϬĚĂLJƐƉƌŝŽƌǁƌŝƩĞŶŶŽƟĐĞĨƌŽŵ^ŽƵƌĐĞǁĞůů͕ will perform a minimum of one review with Sourcewell per agreement year. The review will cover 













 

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ƚƌĂŶƐĂĐƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ͕ƉƌŝĐŝŶŐĂŶĚƚĞƌŵƐ͕ĂĚŵŝŶŝƐƚƌĂƟǀĞĨĞĞƐ͕ƐĂůĞƐĚĂƚĂƌĞƉŽƌƚƐ͕ performance issues, supply chain ŝƐƐƵĞƐ͕ĐƵƐƚŽŵĞƌŝƐƐƵĞƐ͕ĂŶĚĂŶLJŽƚŚĞƌŶĞĐĞƐƐĂƌLJŝŶĨŽƌŵĂƟŽŶ͘ 5) ^ĂůĞƐZĞƉŽƌƟŶŐZĞƋƵŝƌĞĚ͘ ^ƵƉƉůŝĞƌŝƐƌĞƋƵŝƌĞĚĂƐĂŵĂƚĞƌŝĂůĞůĞŵĞŶƚƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽ ƌĞƉŽƌƚĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘&ĂŝůƵƌĞƚŽ
provide complete and accurate ƌĞƉŽƌƚƐĂƐĚĞĮŶĞĚŚĞƌĞŝŶǁŝůůďĞĂŵĂƚĞƌŝĂůďƌĞĂĐŚŽĨƚŚĞŐƌĞĞŵĞŶƚ ĂŶĚ^ŽƵƌĐĞǁĞůůƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽƉƵƌƐƵĞĂůůƌĞŵĞĚŝĞƐĂǀĂŝůĂďůĞĂƚůĂǁŝŶĐůƵĚŝŶŐĐĂŶĐĞůůĂƟŽŶŽĨ this Agreement.
6) ZĞƉŽƌƟŶŐZĞƋƵŝƌĞŵĞŶƚƐ͘ ^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞ^ŽƵƌĐĞǁĞůůĂŶĂĐƟǀŝƚLJƌĞƉŽƌƚŽĨĂůůƚƌĂŶƐĂĐƟŽŶƐ ĐŽŵƉůĞƚĞĚƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘ZĞƉŽƌƚƐĂƌĞĚƵĞĂƚůĞĂƐƚŽŶĐĞĞĂĐŚĐĂůĞŶĚĂƌƋƵĂƌƚĞƌ;ZĞƉŽƌƟŶŐ WĞƌŝŽĚͿ͘ZĞƉŽƌƚƐŵƵƐƚďĞƌĞĐĞŝǀĞĚŶŽůĂƚĞƌƚŚĂŶϰϱĐĂůĞŶĚĂƌĚĂLJƐĂŌĞƌƚŚĞĞŶĚŽĨĞĂch calendar ƋƵĂƌƚĞƌ͘^ƵƉƉůŝĞƌŵĂLJƌĞƉŽƌƚŽŶĂŵŽƌĞĨƌĞƋƵĞŶƚďĂƐŝƐŝŶŝƚƐĚŝƐĐƌĞƟŽŶ͘ZĞƉŽƌƚƐŵƵƐƚďĞƉƌŽǀŝĚĞĚ ƌĞŐĂƌĚůĞƐƐŽĨƚŚĞĂŵŽƵŶƚŽĨĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐĚƵƌŝŶŐƚŚĂƚƋƵĂƌƚĞƌ;ŝ͘Ğ͕͘ŝĨƚŚĞƌĞĂƌĞŶŽƐĂůĞƐ͕ Supplier must submit a ƌĞƉŽƌƚŝŶĚŝĐĂƟŶŐŶŽƐĂůĞƐǁĞƌĞŵĂĚĞͿ͘ dŚĞZĞƉŽƌƚŵƵƐƚĐŽŶƚĂŝŶƚŚĞĨŽůůŽǁŝŶŐĮĞůĚƐ͗
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJEĂŵĞ;Ğ͘Ő͕͘ŝƚLJŽĨ^ƚĂƉůĞƐ,ŝŐŚǁĂLJĞƉĂƌƚŵĞŶƚͿ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJWŚLJƐŝĐĂů^ƚƌĞĞƚĚĚƌĞƐƐ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝƚLJ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ^ƚĂƚĞͬWƌŽǀŝŶĐĞ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝƉͬWŽƐƚĂůŽĚĞ͖
x ^ŽƵƌĐĞǁĞůůWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJAccount Number;
x dƌĂŶƐĂĐƟŽŶĞƐĐƌŝƉƟŽŶ͖
x dƌĂŶƐĂĐƟŽŶWƵƌĐŚĂƐĞĚWƌŝĐĞ͖
x ^ŽƵƌĐĞǁĞůůĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƉƉůŝĞĚ͖ĂŶĚ
x Date dƌĂŶƐĂĐƟŽŶǁĂƐŝŶǀŽŝĐĞĚͬƐĂůĞǁĂƐƌĞĐŽŐŶŝnjĞĚĂƐƌĞǀĞŶƵĞďLJ^ƵƉƉůŝĞƌ͘ /Ĩcollected by Supplier, ƚŚĞZĞƉŽƌƚŵĂLJŝŶĐůƵĚĞƚŚĞĨŽůůŽǁŝŶŐĮĞůĚƐĂƐĂǀĂŝůĂďůĞ͗ x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŽŶƚĂĐƚEĂŵĞ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŽŶƚĂĐƚ
ŵĂŝůĚĚƌĞƐƐ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŽŶƚĂĐƚdĞůĞƉŚŽŶĞEƵŵďĞƌ͖
7) ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞ͘ /ŶĐŽŶƐŝĚĞƌĂƟŽŶĨŽƌƚŚĞƐƵƉƉŽƌƚĂŶĚƐĞƌǀŝĐĞƐƉƌŽǀŝĚĞĚďLJ^ŽƵƌĐĞǁĞůů͕^ƵƉƉůŝĞƌ ǁŝůůƉĂLJĂŶĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƚŽ^ŽƵƌĐĞǁĞůůŽŶĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ
ƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌǁŝůůŝŶĐůƵĚĞŝƚƐĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞǁŝƚŚin its proposed pricing. ^ƵƉƉůŝĞƌŵĂLJŶŽƚĚŝƌĞĐƚůLJĐŚĂƌŐĞWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƚŽŽīƐĞƚƚŚĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞ͘
8) &ĞĞĂůĐƵůĂƟŽŶ͘ ^ƵƉƉůŝĞƌ͛ƐĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƉĂLJĂďůĞƚŽ^ŽƵƌĐĞǁĞůůǁŝůůďĞĐĂůĐƵůĂƚĞĚĂƐĂƐƚĂƚĞĚ ƉĞƌĐĞŶƚĂŐĞ;ůŝƐƚĞĚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůͿŽĨĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐƚŚŝƐDĂƐƚĞƌ ŐƌĞĞŵĞŶƚǁŝƚŚŝŶƚŚĞƉƌĞĐĞĚŝŶŐZĞƉŽƌƟŶŐWĞƌŝŽĚ͘ For certain categories, a ŇĂƚĨĞĞ may be proposed. dŚĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞǁŝůůďĞƐƚĂƚĞĚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂů. 9) &ĞĞZĞŵŝƩĂŶĐĞ͘ ^ƵƉƉůŝĞƌǁŝůůƌĞŵŝƚĨĞĞƚŽ^ŽƵƌĐĞǁĞůůŶŽůĂƚĞƌƚŚĂŶϰϱĐĂůĞŶĚĂƌĚĂLJƐĂŌĞƌƚŚĞĐůŽƐĞ ŽĨƚŚĞƉƌĞĐĞĚŝŶŐĐĂůĞŶĚĂƌƋƵĂƌƚĞƌŝŶĐŽŶũƵŶĐƟŽŶǁŝƚŚ^ƵƉƉůŝĞƌ͛ƐZĞƉŽƌƟŶŐWĞƌŝŽĚŽďůŝŐĂƟŽŶƐ ĚĞĮŶĞĚŚĞƌĞŝŶ͘WĂLJŵĞŶƚƐƐŚŽƵůĚŶŽƚĞƚŚĞ^ƵƉƉůŝĞƌ͛ƐŶĂŵĞĂŶĚ^ŽƵƌĐĞǁĞůů-assigned Agreement number in the memo; and must be either mailed to Sourcewell ĂďŽǀĞ͞ƩŶ͗ĐĐŽƵŶƚƐZĞĐĞŝǀĂďůĞ͟Žƌ 













 

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ƌĞŵŝƩĞĚĞůĞĐƚƌŽŶŝĐĂůůLJƚŽ^ŽƵƌĐĞǁĞůů͛ƐďĂŶŬŝŶŐŝŶƐƟƚƵƟŽŶƉĞƌ^ŽƵƌĐĞǁĞůů͛Ɛ&ŝŶĂŶĐĞĚĞƉĂƌƚŵĞŶƚ ŝŶƐƚƌƵĐƟŽŶƐ͘
10) EŽŶĐŽŵƉůŝĂŶĐĞ͘ ^ŽƵƌĐĞǁĞůůƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽƐĞĞŬĂůůƌĞŵĞĚŝĞƐavailable at law for unpaid or ƵŶĚĞƌƉĂŝĚĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐĚƵĞƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘&ĂŝůƵƌĞƚŽƌĞŵŝƚƉĂLJŵĞŶƚ͕ĚĞůŝŶƋƵĞŶƚ payments͕ƵŶĚĞƌƉĂLJŵĞŶƚƐ͕ŽƌŽƚŚĞƌĚĞǀŝĂƟŽŶƐĨƌŽŵƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚŵĂLJďĞ ĚĞĞŵĞĚĂŵĂƚĞƌŝĂůďƌĞĂĐŚĂŶĚŵĂLJƌĞƐƵůƚŝŶĐĂŶĐĞůůĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚĚŝƐďĂƌŵĞŶƚĨƌŽŵ future Agreements.
11) ƵĚŝƚZĞƋƵŝƌĞŵĞŶƚƐ͘ Pursuant to Minn. Stat. Α ϭϲ͘Ϭϱ͕ƐƵďĚŝǀŝƐŝŽŶϱ͕ƚŚĞŬƐ͕ƌĞĐŽƌĚƐ͕ ĚŽĐƵŵĞŶƚƐ͕ĂŶĚĂĐĐŽƵŶƟŶŐƉƌŽĐĞĚƵƌĞƐĂŶĚƉƌĂĐƟĐĞƐƌĞůĞǀĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚĂƌĞƐƵďũĞĐƚƚŽ ĞdžĂŵŝŶĂƟŽŶďLJ^ŽƵƌĐĞǁĞůůand the Minnesota State Auditor for a minimum of six years from the end ŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŽĨƵůůLJĐŽŽƉĞƌĂƚĞǁŝƚŚ^ŽƵƌĐĞǁĞůůŝŶĂƵĚŝƟŶŐƚƌĂŶƐĂĐƟŽŶƐƵŶĚĞƌ ƚŚŝƐŐƌĞĞŵĞŶƚƚŽĞŶƐƵƌĞĐŽŵƉůŝĂŶĐĞǁŝƚŚƉƌŝĐŝŶŐƚĞƌŵƐ͕ĐŽƌƌĞĐƚĐĂůĐƵůĂƟŽŶĂŶĚƌĞŵŝƩance of ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͕ĂŶĚǀĞƌŝĮĐĂƟŽŶ ŽĨƚƌĂŶƐĂĐƟŽŶƐĂƐŵĂLJďĞƌĞƋƵĞƐƚĞĚďLJĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJŽƌ
Sourcewell.
12) ƐƐŝŐŶŵĞŶƚ͕dƌĂŶƐĨĞƌ͕and ĚŵŝŶŝƐƚƌĂƟǀĞŚĂŶŐĞƐ͘Supplier may not assign or otherwise transfer its ƌŝŐŚƚƐŽƌŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŽƵƚƚŚĞƉƌŝŽƌǁƌŝƩĞŶĐŽŶƐĞŶƚŽĨ^ŽƵƌĐĞǁĞůů͘^ƵĐŚ consent will not be unreasonably withheld. Sourcewell reserves the right to unilaterally assign all or ƉŽƌƟŽŶƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŝŶŝƚƐƐŽůĞĚŝƐĐƌĞƟŽŶƚŽĂĚĚƌĞƐƐĐŽƌƉŽƌĂƚĞƌĞƐƚƌƵĐƚƵƌŝŶŐƐ͕ŵĞƌŐĞƌƐ͕ ĂĐƋƵŝƐŝƟŽŶƐ͕ŽƌŽƚŚĞƌĐŚĂŶŐĞƐƚŽƚŚĞResponsible Party and named in the Agreement. Any prohibited assignment is ŝŶǀĂůŝĚ͘hƉŽŶƌĞƋƵĞƐƚ ^ŽƵƌĐĞǁĞůůŵĂLJŵĂŬĞĂĚŵŝŶŝƐƚƌĂƟǀĞĐŚĂŶŐĞƐƚŽĂŐƌĞĞŵĞŶƚ ĚŽĐƵŵĞŶƚĂƟŽŶƐƵĐŚĂƐŶĂŵĞĐŚĂŶŐĞƐ͕ĂĚĚƌĞƐƐĐŚĂŶŐĞƐ͕ĂŶĚŽƚŚĞƌŶŽŶ-material updates as determined ǁŝƚŚŝŶŝƚƐƐŽůĞĚŝƐĐƌĞƟŽŶ͘
ϭϯͿ ŵĞŶĚŵĞŶƚƐ͘ ŶLJŵĂƚĞƌŝĂůĐŚĂŶŐĞƚŽƚŚŝƐŐƌĞĞŵĞŶƚŵƵƐƚďĞĞdžĞĐƵƚĞĚŝŶǁƌŝƟŶŐƚŚƌŽƵŐŚĂŶ ĂŵĞŶĚŵĞŶƚĂŶĚǁŝůůŶŽƚďĞĞīĞĐƟǀĞƵŶƟůŝƚŚĂƐďĞĞŶĚƵůLJĞdžĞĐƵƚĞĚďLJƚŚĞƉĂƌƟĞƐ. 14) tĂŝǀĞƌ͘ Failure by either party to enforce any right under this Agreement will not be deemed a ǁĂŝǀĞƌŽĨƐƵĐŚƌŝŐŚƚŝŶƚŚĞĞǀĞŶƚŽĨƚŚĞĐŽŶƟŶƵĂƟŽŶŽƌƌĞƉĞƟƟŽŶŽĨƚŚĞĐŝƌĐƵŵƐƚĂŶĐĞƐŐŝǀŝŶŐƌŝƐĞƚŽ such right.
15) ŽŵƉůĞƚĞŐƌĞĞŵĞŶƚ͘ dŚŝƐŐƌĞĞŵĞŶƚƌĞƉƌĞƐĞŶƚƐƚŚĞĐŽŵƉůĞƚĞĂŐƌĞĞŵĞŶƚďĞƚǁĞĞŶƚŚĞƉĂƌƟĞƐ for ƚŚĞƐĐŽƉĞĂƐĚĞĮŶĞĚŚĞƌĞŝŶ͘^ƵƉƉůŝĞƌĂŶĚ^ŽƵƌĐĞǁĞůůŵĂLJĞŶƚĞƌŝŶƚŽƐĞƉĂƌĂƚĞǁƌŝƩĞŶĂŐƌĞĞŵĞŶƚƐ ƌĞůĂƟŶŐƐƉĞĐŝĮĐĂůůLJƚŽƚƌĂŶƐĂĐƟŽŶƐŽƵƚƐŝĚĞŽĨƚŚĞƐĐŽƉĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘ 16) ZĞůĂƟŽŶƐŚŝƉŽĨ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌ͘ dŚŝƐŐƌĞĞŵĞŶƚĚŽĞƐŶŽƚĐƌĞĂƚĞĂƉĂƌƚŶĞƌƐŚŝƉ͕ũŽŝŶƚ ǀĞŶƚƵƌĞ͕ŽƌĂŶLJŽƚŚĞƌƌĞůĂƟŽŶƐŚŝƉƐƵĐŚĂƐĞŵƉůŽLJĞĞ͕ŝŶĚĞƉĞŶĚĞŶƚĐŽŶƚƌĂĐƚŽƌ͕ŵĂƐƚĞƌ-servant, or principal-agent.
17) /ŶĚĞŵŶŝĮĐĂƟŽŶ͘ Supplier must indemnify, defend, save, and hold Sourcewell, including their agents ĂŶĚĞŵƉůŽLJĞĞƐ͕ŚĂƌŵůĞƐƐĨƌŽŵĂŶLJĐůĂŝŵƐŽƌĐĂƵƐĞƐŽĨĂĐƟŽŶ͕ŝŶĐůƵĚŝŶŐreasonable ĂƩŽƌŶĞLJƐ͛ĨĞĞƐ incurred by Sourcewell, arising out of any act or omission in the performance of this Agreement by ƚŚĞ^ƵƉƉůŝĞƌŽƌŝƚƐĂŐĞŶƚƐŽƌĞŵƉůŽLJĞĞƐ͖ƚŚŝƐŝŶĚĞŵŶŝĮĐĂƟŽŶŝŶĐůƵĚĞƐŝŶũƵƌLJŽƌĚĞĂƚŚƚŽƉĞƌƐŽŶ;ƐͿŽƌ property alleged to have been caused bLJƐŽŵĞĚĞĨĞĐƚŝŶĚĞƐŝŐŶ͕ĐŽŶĚŝƟŽŶ͕ŽƌƉĞƌĨŽƌŵĂŶĐĞŽĨ /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘^ŽƵƌĐĞǁĞůů͛ƐƌĞƐƉŽŶƐŝďŝůŝƚLJǁŝůůďĞŐŽǀĞƌŶĞĚďLJƚŚĞ^ƚĂƚĞŽĨ DŝŶŶĞƐŽƚĂ͛ƐdŽƌƚ>ŝĂďŝůŝƚLJĐƚ;DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐŚĂƉƚĞƌϰϲϲͿĂŶĚŽƚŚĞƌĂƉƉůŝĐĂďůĞůĂǁ͘ 













 

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18) ĂƚĂWƌĂĐƟĐĞƐ͘ ^ƵƉƉůŝĞƌĂŶĚ^ŽƵƌĐĞǁĞůůĂĐŬŶŽǁůĞĚŐĞ^ŽƵƌĐĞǁĞůůŝƐƐƵďũĞĐƚƚŽƚŚĞDŝŶŶĞƐŽƚĂ 'ŽǀĞƌŶŵĞŶƚĂƚĂWƌĂĐƟĐĞƐĐƚ͕DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐŚĂƉƚĞƌϭϯ͘ƐŝƚĂƉƉůŝĞƐƚŽĂůůĚĂƚĂĐƌĞĂƚĞĚĂŶĚ ŵĂŝŶƚĂŝŶĞĚŝŶƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌŵĂLJďĞƐƵďũĞĐƚƚŽƚŚĞƌĞƋƵirements of this chapter.
19) 'ƌĂŶƚŽĨ>ŝĐĞŶƐĞ͘
a) ƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͗
i) ^ƵƉƉůŝĞƌWƌŽŵŽƟŽŶ͘ Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive ƌŝŐŚƚĂŶĚůŝĐĞŶƐĞƚŽƵƐĞƚŚĞƚƌĂĚĞŵĂƌŬ;ƐͿƉƌŽǀŝĚĞĚƚŽ^ƵƉƉůŝĞƌďLJ^ŽƵƌĐĞǁĞůůŝŶĂĚǀĞƌƟƐŝŶŐ͕ ƉƌŽŵŽƟŽŶĂůŵĂƚĞƌŝĂůƐ͕ĂŶĚŝŶĨŽƌŵĂƟŽŶĂůƐŝƚĞƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐ^ŽƵƌĐĞǁĞůů͛Ɛ Agreement with Supplier.
ii) ^ŽƵƌĐĞǁĞůůWƌŽŵŽƟŽŶ͘ Supplier grants to Sourcewell a royalty-free, worldwide, nonexclusive right and license to use ƚƌĂĚĞŵĂƌŬ;ƐͿƉƌŽǀŝĚĞĚďLJ^ƵƉƉůŝĞƌŝŶ ĂĚǀĞƌƟƐŝŶŐ͕ ƉƌŽŵŽƟŽŶĂůŵĂƚĞƌŝĂůƐ͕ĂŶĚŝŶĨŽƌŵĂƟŽŶĂůƐŝƚĞƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐ^ƵƉƉůŝĞƌ͛Ɛ Agreement with Sourcewell.
b) >ŝŵŝƚĞĚZŝŐŚƚŽĨ^ƵďůŝĐĞŶƐĞ͘ The right and license granted herein includes a limited right of each ƉĂƌƚLJƚŽŐƌĂŶƚƐƵďůŝĐĞŶƐĞƐƚŽƚŚĞŝƌƌĞƐƉĞĐƟǀĞƐƵďƐŝĚŝĂƌŝĞƐ͕ĚŝƐƚƌŝďƵƚŽƌƐ͕ĚĞĂůĞƌƐ͕ƌĞƐĞůůĞƌƐ͕ ŵĂƌŬĞƟŶŐƌĞƉƌĞƐĞŶƚĂƟǀĞƐ͕ƉĂƌƚŶĞƌƐ͕ŽƌĂŐĞŶƚƐ;ĐŽůůĞĐƟǀĞůLJ͞WĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐ͟ͿŝŶ ĂĚǀĞƌƟƐŝŶŐ͕ƉƌŽŵŽƟŽŶĂů͕ŽƌŝŶĨŽƌŵĂƟŽŶĂůŵĂƚĞƌŝĂůƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐƚŚĞWĂƌƟĞƐ͛ ƌĞůĂƟŽŶƐŚŝƉ͘ŶLJƐƵďůŝĐĞŶƐĞŐƌĂŶƚĞĚǁŝůůďĞƐƵďũĞĐƚƚŽƚŚĞƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐŽĨƚŚŝƐƌƟĐůĞ͘

ĂĐŚƉĂƌƚLJǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌany breach of this ƐĞĐƟŽŶ ďLJĂŶLJŽĨƚŚĞŝƌƌĞƐƉĞĐƟǀĞ sublicensees.
c) hƐĞ͖YƵĂůŝƚLJŽŶƚƌŽů͘
i) EĞŝƚŚĞƌƉĂƌƚLJŵĂLJĂůƚĞƌƚŚĞŽƚŚĞƌƉĂƌƚLJ͛ƐƚƌĂĚĞŵĂƌŬƐĨƌŽŵƚŚĞĨŽƌŵƉƌŽǀŝĚĞĚĂŶĚŵƵƐƚ ĐŽŵƉůLJǁŝƚŚƌĞŵŽǀĂůƌĞƋƵĞƐƚƐĂƐƚŽƐƉĞĐŝĮĐƵƐĞƐŽĨŝƚƐƚƌĂĚĞŵĂƌŬƐŽƌůŽŐŽƐ. ii)
ĂĐŚƉĂƌƚLJĂŐƌĞĞƐƚŽƵƐĞ͕ĂŶĚƚŽĐĂƵƐĞŝƚƐWĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐƚŽƵƐĞ͕ƚŚĞŽƚŚĞƌƉĂƌƚLJ͛Ɛ ƚƌĂĚĞŵĂƌŬƐŽŶůLJŝŶŐŽŽĚĨĂŝƚŚĂŶĚŝŶĂĚŝŐŶŝĮĞĚŵĂŶŶĞƌĐŽŶƐŝƐƚĞŶƚǁŝƚŚƐƵĐŚƉĂƌƚLJ͛ƐƵƐĞŽĨ ƚŚĞƚƌĂĚĞŵĂƌŬƐ͘
ĂĐŚƉĂƌƚLJŵĂLJŵĂŬĞǁƌŝƩĞŶŶŽƟĐĞƚŽƚŚĞŽƚŚĞƌƌĞŐĂƌĚŝŶg misuse under ƚŚŝƐƐĞĐƟŽŶ͘dŚĞŽīĞŶĚŝŶŐƉĂƌƚLJǁŝůůŚĂǀĞϯϬĚĂLJƐŽĨƚŚĞĚĂƚĞŽĨƚŚĞǁƌŝƩĞŶŶŽƟĐĞƚŽĐƵƌĞ ƚŚĞŝƐƐƵĞŽƌƚŚĞůŝĐĞŶƐĞͬƐƵďůŝĐĞŶƐĞǁŝůůďĞƚĞƌŵŝŶĂƚĞĚ͘ d) dĞƌŵŝŶĂƟŽŶ͘ hƉŽŶƚŚĞƚĞƌŵŝŶĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌĂŶLJƌĞĂƐŽŶ͕ĞĂĐŚƉĂƌƚLJ͕ŝŶĐůƵĚŝŶŐ WĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐ͕ǁŝůůŚĂǀĞϯϬĚĂLJƐƚŽƌĞŵŽǀĞĂůůdƌĂĚĞŵĂƌŬƐĨƌŽŵƐŝŐŶĂŐĞ͕ǁĞďƐŝƚĞƐ͕ĂŶĚ ƚŚĞůŝŬĞďĞĂƌŝŶŐƚŚĞŽƚŚĞƌƉĂƌƚLJ͛ƐŶĂŵĞŽƌůŽŐŽ;ĞdžĐĞƉƟŶŐ^ŽƵƌĐĞǁĞůů͛ƐƉƌĞ-printed catalog of ƐƵƉƉůŝĞƌƐǁŚŝĐŚŵĂLJďĞƵƐĞĚƵŶƟůƚŚĞŶĞdžƚƉƌŝŶƟŶŐͿ͘
ĂĐŚƉĂƌƚLJŵƵƐƚƌĞƚƵƌŶĂůůŵĂƌŬĞƟŶŐĂŶĚ
ƉƌŽŵŽƟŽŶĂůŵĂƚĞƌŝĂůƐ͕ŝŶĐůƵĚŝŶŐƐŝŐŶĂŐĞ͕ƉƌŽǀŝĚĞĚďLJthe other party, or dispose of it according to ƚŚĞĚŝƐĐůŽƐŝŶŐƉĂƌƚLJ͛ƐǁƌŝƩĞŶĚŝƌĞĐƟŽŶƐ͘
20) sĞŶƵĞĂŶĚ'ŽǀĞƌŶŝŶŐůĂǁďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌKŶůLJ͘ dŚĞƐƵďƐƚĂŶƟǀĞĂŶĚƉƌŽĐĞĚƵƌĂů ůĂǁƐŽĨƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂǁŝůůŐŽǀĞƌŶƚŚŝƐŐƌĞĞŵĞŶƚďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌ͘sĞŶƵĞ for all legal proceedings arising out of this Agreement between Sourcewell and Supplier will be in ĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝĐƟŽŶǁŝƚŚŝŶƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂ͘dŚŝƐƐĞĐƟŽŶĚŽĞƐŶŽƚĂƉƉůLJƚŽĂŶLJ ĚŝƐƉƵƚĞďĞƚǁĞĞŶ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘dŚŝƐŐƌĞĞŵĞŶƚƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚĨŽƌ^ƵƉƉůŝĞƌĂŶĚ 













 

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WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJƚŽŶĞŐŽƟĂƚĞƚŚŝƐƚĞƌŵƚŽǁŝƚŚŝŶĂŶLJƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐ. 21) ^ĞǀĞƌĂďŝůŝƚLJ͘ /ĨĂŶLJƉƌŽǀŝƐŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĨŽƵŶĚďLJĂĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝĐƟŽŶƚŽďĞ ŝůůĞŐĂů͕ƵŶĞŶĨŽƌĐĞĂďůĞ͕ŽƌǀŽŝĚƚŚĞŶďŽƚŚƉĂƌƟĞƐǁŝůůďĞƌĞůŝĞǀĞĚĨƌŽŵĂůůŽďůŝŐĂƟŽŶƐĂƌŝƐŝŶŐĨƌŽŵƚŚĂƚ ƉƌŽǀŝƐŝŽŶ͘/ĨƚŚĞƌĞŵĂŝŶĚĞƌŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĐĂƉĂďůĞŽĨďĞŝŶŐƉĞƌĨŽƌŵĞĚ͕ŝƚǁŝůůŶŽƚďĞĂīĞĐƚĞĚ ďLJƐƵĐŚĚĞƚĞƌŵŝŶĂƟŽŶŽƌĮŶĚŝŶŐĂŶĚŵƵƐƚďĞĨƵůůLJƉĞƌĨŽƌŵĞĚ͘ 22) /ŶƐƵƌĂŶĐĞŽǀĞƌĂŐĞ͘ At its own expense, Supplier must maintain valid insurance policy(ies) during the performance of this Agreement with insurance company(ies) licensed or authorized to do ďƵƐŝŶĞƐƐŝŶƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂŚĂǀŝŶŐĂŶ͞D
^d͟ƌĂƟŶŐŽĨ- ŽƌďĞƩĞƌ͕ǁŝƚŚĐŽverage and
ůŝŵŝƚƐŽĨŝŶƐƵƌĂŶĐĞŶŽƚůĞƐƐƚŚĂŶƚŚĞĨŽůůŽǁŝŶŐ͗
a) ŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚLJ/ŶƐƵƌĂŶĐĞ͘ ^ƵƉƉůŝĞƌǁŝůůŵĂŝŶƚĂŝŶŝŶƐƵƌĂŶĐĞĐŽǀĞƌŝŶŐŝƚƐŽƉĞƌĂƟŽŶƐ͕ ǁŝƚŚĐŽǀĞƌĂŐĞŽŶĂŶŽĐĐƵƌƌĞŶĐĞďĂƐŝƐ͕ĂŶĚŵƵƐƚďĞƐƵďũĞĐƚƚŽƚĞƌŵƐŶŽůĞƐƐďƌŽĂĚƚŚĂŶƚŚĞ /ŶƐƵƌĂŶĐĞ^ĞƌǀŝĐĞƐKĸĐĞ;͞/^K͟ͿŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚLJ&Žƌŵ'ϬϬϬϭ;ϮϬϬϭŽƌŶĞǁĞƌ ĞĚŝƟŽŶͿ͕ŽƌĞƋƵŝvalent. At a minimum, coverage must include liability arising from premises, ŽƉĞƌĂƟŽŶƐ͕ďŽĚŝůLJŝŶũƵƌLJĂŶĚƉƌŽƉĞƌƚLJĚĂŵĂŐĞ͕ƉƌŽĚƵĐƚƐ-ĐŽŵƉůĞƚĞĚŽƉĞƌĂƟŽŶƐ͕ĂŶĚƉĞƌƐŽŶĂů ŝŶũƵƌLJĂŶĚĂĚǀĞƌƟƐŝŶŐŝŶũƵƌLJ͘ůůƌĞƋƵŝƌĞĚůŝŵŝƚƐ͕ƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐŽĨĐŽǀĞƌĂŐĞŵƵƐƚďĞ maintained during the term of this Agreement.
x Ψϭ͕ϱϬϬ͕ϬϬϬĞĂĐŚŽĐĐƵƌƌĞŶĐĞŽĚŝůLJ/ŶũƵƌLJĂŶĚWƌŽƉĞƌƚLJĂŵĂŐĞ x Ψϭ͕ϱϬϬ͕ϬϬϬWĞƌƐŽŶĂůĂŶĚĚǀĞƌƟƐŝŶŐ/ŶũƵƌLJ
x ΨϮ͕ϬϬϬ͕ϬϬϬĂŐŐƌĞŐĂƚĞĨŽƌƉƌŽĚƵĐƚƐůŝĂďŝůŝƚLJ-ĐŽŵƉůĞƚĞĚŽƉĞƌĂƟŽŶƐ x ΨϮ͕ϬϬϬ͕ϬϬϬŐĞŶĞƌĂůĂŐŐƌĞŐĂƚĞ
b) ĞƌƟĮĐĂƚĞƐŽĨ/ŶƐƵƌĂŶĐĞ͘ WƌŝŽƌƚŽĞdžĞĐƵƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌŵƵƐƚĨƵƌŶŝƐŚƚŽ ^ŽƵƌĐĞǁĞůůĂĐĞƌƟĮĐĂƚĞŽĨŝŶƐƵƌĂŶĐĞ͕ĂƐĞǀŝĚĞŶĐĞŽĨƚŚĞŝŶƐƵƌĂŶĐĞƌĞƋƵŝƌĞĚƵŶĚĞƌƚŚŝƐ ŐƌĞĞŵĞŶƚ͘WƌŝŽƌƚŽĞdžƉŝƌĂƟŽŶŽĨƚŚĞƉŽůŝĐLJ;ŝĞƐͿ͕ƌĞŶĞǁĂůĐĞƌƟĮĐĂƚĞƐŵƵƐƚďĞŵĂŝůĞĚƚŽ Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or provided to in an ĂůƚĞƌŶĂƟǀĞŵĂŶŶĞƌĂƐĚŝƌĞĐƚĞĚďLJ^ŽƵƌĐĞǁĞůů͘dŚĞĐĞƌƟĮĐĂƚĞƐŵƵƐƚďĞƐŝŐŶĞĚďLJĂƉĞƌƐŽŶ authorized by the insurer(s) to bind coverage on their behalf. Failure of Supplier to maintain the ƌĞƋƵŝƌĞĚŝŶƐƵƌĂŶĐĞĂŶĚĚŽĐƵŵĞŶƚĂƟŽŶŵĂLJĐŽŶƐƟƚƵƚĞĂŵĂƚĞƌŝĂůďƌĞĂĐŚ͘ c) ĚĚŝƟŽŶĂů/ŶƐƵƌĞĚ
ŶĚŽƌƐĞŵĞŶƚĂŶĚWƌŝŵĂƌLJĂŶĚEŽŶ-ĐŽŶƚƌŝďƵƚŽƌLJ/ŶƐƵƌĂŶĐĞůĂƵƐĞ͘ Supplier agrees to include ^ŽƵƌĐĞǁĞůů͕ŝŶĐůƵĚŝŶŐŝƚƐŽĸĐĞƌƐ͕ĂŐĞŶƚƐ͕ĂŶĚĞŵƉůŽLJĞĞƐ͕ĂƐĂŶĂĚĚŝƟŽŶĂů ŝŶƐƵƌĞĚƵŶĚĞƌƚŚĞ^ƵƉƉůŝĞƌ͛ƐĐŽŵŵĞƌĐŝĂůŐĞŶĞƌĂůůŝĂďŝůŝƚLJŝŶƐƵƌĂŶĐĞƉŽůŝĐLJǁŝƚŚƌĞƐƉĞĐƚƚŽůŝĂďŝůŝƚLJ ĂƌŝƐŝŶŐŽƵƚŽĨĂĐƟǀŝƟĞƐ͕͞ŽƉĞƌĂƟŽŶƐ͕͟Žƌ͞ǁŽƌŬ͟ƉĞƌĨŽƌŵĞĚďLJŽƌŽŶďĞŚĂůĨŽĨ Supplier, and ƉƌŽĚƵĐƚƐĂŶĚĐŽŵƉůĞƚĞĚŽƉĞƌĂƟŽŶƐŽĨ^ƵƉƉůŝĞƌ͘dŚĞƉŽůŝĐLJƉƌŽǀŝƐŝŽŶ;ƐͿŽƌĞŶĚŽƌƐĞŵĞŶƚ;ƐͿŵƵƐƚ further provide that coverage is primary and not excess over or contributory with any other ǀĂůŝĚ͕ĂƉƉůŝĐĂďůĞ͕ĂŶĚĐŽůůĞĐƟďůĞŝŶƐƵƌĂŶĐĞŽƌƐĞůĨ-ŝŶƐƵƌĂŶĐĞŝŶĨŽƌĐĞĨŽƌƚŚĞĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚƐ͘ d) tĂŝǀĞƌŽĨ^ƵďƌŽŐĂƟŽŶ͘ ^ƵƉƉůŝĞƌǁĂŝǀĞƐĂŶĚŵƵƐƚƌĞƋƵŝƌĞ;ďLJĞŶĚŽƌƐĞŵĞŶƚŽƌŽƚŚĞƌǁŝƐĞͿĂůůŝƚƐ ŝŶƐƵƌĞƌƐƚŽǁĂŝǀĞƐƵďƌŽŐĂƟŽŶƌŝŐŚƚƐĂŐĂŝŶƐƚ^ŽƵƌĐĞǁĞůůĂŶĚŽƚŚĞƌĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚƐĨŽƌůŽƐƐĞƐ ƉĂŝĚƵŶĚĞƌƚŚĞŝŶƐƵƌĂŶĐĞƉŽůŝĐŝĞƐƌĞƋƵŝƌĞĚďLJƚŚŝƐŐƌĞĞŵĞŶƚŽƌŽƚŚĞƌŝŶƐƵƌĂŶĐĞĂƉƉůŝĐĂble to ƚŚĞ^ƵƉƉůŝĞƌŽƌŝƚƐƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘dŚĞǁĂŝǀĞƌŵƵƐƚĂƉƉůLJƚŽĂůůĚĞĚƵĐƟďůĞƐĂŶĚͬŽƌƐĞůĨ-insured ƌĞƚĞŶƟŽŶƐĂƉƉůŝĐĂďůĞƚŽƚŚĞƌĞƋƵŝƌĞĚŽƌĂŶLJŽƚŚĞƌŝŶƐƵƌĂŶĐĞŵĂŝŶƚĂŝŶĞĚďLJƚŚĞ^ƵƉƉůŝĞƌŽƌŝƚƐ ƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘tŚĞƌĞƉĞƌŵŝƩĞĚďLJůĂǁ͕^ƵƉƉůŝĞƌŵƵƐƚƌĞƋƵŝƌĞƐŝŵŝůĂƌǁƌŝƩĞŶĞdžƉƌĞƐƐǁĂŝǀĞƌƐ ŽĨƐƵďƌŽŐĂƟŽŶĂŶĚŝŶƐƵƌĂŶĐĞĐůĂƵƐĞƐĨƌŽŵĞĂĐŚŽĨŝƚƐƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘ 













 

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e) hŵďƌĞůůĂͬ
džĐĞƐƐ>ŝĂďŝůŝƚLJͬ^
>&-/E^hZ
Z
d
Ed/KE͘ dŚĞůŝŵŝƚƐƌĞƋƵŝƌĞĚďLJƚŚŝƐAgreement can
ďĞŵĞƚďLJĞŝƚŚĞƌƉƌŽǀŝĚŝŶŐĂƉƌŝŵĂƌLJƉŽůŝĐLJŽƌŝŶĐŽŵďŝŶĂƟŽŶǁŝƚŚƵŵďƌĞůůĂͬĞdžĐĞƐƐůŝĂďŝůŝƚLJ policy(ies), or self-ŝŶƐƵƌĞĚƌĞƚĞŶƟŽŶ͘
ϮϯͿ dĞƌŵŝŶĂƟŽŶĨŽƌŽŶǀĞŶŝĞŶĐĞ͘ Sourcewell or Supplier may terminate this Agreement upon 60 ĐĂůĞŶĚĂƌĚĂLJƐΖǁƌŝƩĞŶŶŽƟĐĞƚŽƚŚĞŽƚŚĞƌWĂƌƚLJ͘dĞƌŵŝŶĂƟŽŶƉƵƌƐƵĂŶƚƚŽƚŚŝƐƐĞĐƟŽŶǁŝůůŶŽƚƌĞůŝĞǀĞ ƚŚĞ^ƵƉƉůŝĞƌ͛ƐŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌany ƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ

ŶƟƟĞƐƚŚƌŽƵŐŚƚŚĞĚĂƚĞŽĨƚĞƌŵŝŶĂƟŽŶ͕ŝŶĐůƵĚŝŶŐƌĞƉŽƌƟŶŐĂŶĚƉĂLJŵĞŶƚŽĨĂƉƉůŝĐĂďůĞ ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͘
24) dĞƌŵŝŶĂƟŽŶĨŽƌĂƵƐĞ͘ ^ŽƵƌĐĞǁĞůůŵĂLJƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚƵƉŽŶƉƌŽǀŝĚŝŶŐǁƌŝƩĞŶŶŽƟĐĞŽĨ ŵĂƚĞƌŝĂůďƌĞĂĐŚƚŽ^ƵƉƉůŝĞƌ͘EŽƟĐĞŵƵƐƚĚĞƐĐƌŝďĞƚŚĞďƌĞĂĐŚŝŶƌĞĂƐŽŶĂďůĞĚĞƚĂŝůĂŶĚƐƚĂƚĞƚŚĞ ŝŶƚĞŶƚƚŽƚĞƌŵŝŶĂƚĞƚŚĞŐƌĞĞŵĞŶƚ͘hƉŽŶƌĞĐĞŝƉƚŽĨEŽƟĐĞ͕ƚŚĞ^ƵƉƉůŝĞƌǁŝůůŚĂǀĞϯϬĐalendar days ŝŶǁŚŝĐŚŝƚŵƵƐƚĐƵƌĞƚŚĞďƌĞĂĐŚ͘dĞƌŵŝŶĂƟŽŶƉƵƌƐƵĂŶƚƚŽƚŚŝƐƐĞĐƟŽŶǁŝůůŶŽƚƌĞůŝĞǀĞƚŚĞ^ƵƉƉůŝĞƌ͛Ɛ ŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌany ƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐƚŚƌŽƵŐŚƚŚĞ
ĚĂƚĞŽĨƚĞƌŵŝŶĂƟŽŶ͕ŝŶĐůƵĚŝŶŐƌĞƉŽƌƟŶŐĂŶĚƉĂLJŵĞŶƚŽĨĂƉƉůŝĐĂďůĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͘ ƌƟĐůĞϯ͗
^ƵƉƉůŝĞƌKďůŝŐĂƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ
dŚĞdĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϯƌĞůĂƚĞƐƉĞĐŝĮĐĂůůLJƚŽ^ƵƉƉůŝĞƌĂŶĚĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJǁŚĞŶĞŶƚĞƌŝŶŐ
ƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐƚŚĞ'ĞŶĞƌĂůdĞƌŵƐĞƐƚĂďůŝƐŚĞĚŝŶƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ͘ƌƟĐůĞϭ'ĞŶĞƌĂůdĞƌŵƐ ĐŽŶƚƌŽůŽǀĞƌĂŶLJĐŽŶŇŝĐƚǁŝƚŚƚŚŝƐƌƟĐůĞ ϯ͘tŚĞƌĞƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƐŝůĞŶƚŽŶĂŶLJƐƵďũĞĐƚ͕ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌƌĞƚĂŝŶƚŚĞĂďŝůŝƚLJƚŽŶĞŐŽƟĂƚĞŵƵƚƵĂůůLJĂĐĐĞƉƚĂďůĞƚĞƌŵƐ. 1) YƵŽƚĞƐƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ͘ ^ƵƉƉůŝĞƌƐĂƌĞĞŶĐŽƵƌĂŐĞĚƚŽƉƌŽǀŝĚĞĂůůƉƌŝĐŝŶŐŝŶĨŽƌŵĂƟŽŶ ƌĞŐĂƌĚŝŶŐƚŚĞƚŽƚĂůĐŽƐƚŽĨĂĐƋƵŝƐŝƟŽŶǁŚĞŶƋƵŽƟŶŐƚŽĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJ͘^ƵƉƉůŝĞƌƐĂŶĚ
WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐĂƌĞĞŶĐŽƵƌĂŐĞĚƚŽŝŶĐůƵĚĞĂůůĐŽƐƚƐƉĞĐŝĮĐĂůůLJĂƐƐŽĐŝĂƚĞĚǁŝƚŚŽƌŝŶĐůƵĚĞĚǁŝthin ƚŚĞ^ƵƉƉůŝĞƌƐƉƌŽƉŽƐĂůĂŶĚ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ ǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐ. 2) ^ŚŝƉƉŝŶŐ͕ĞůŝǀĞƌLJ͕ĐĐĞƉƚĂŶĐĞ͕ZĞũĞĐƟŽŶ͕ĂŶĚtĂƌƌĂŶƚLJ͘ ^ƵƉƉůŝĞƌ͛ƐƉƌŽƉŽƐĂůŵĂLJŝŶĐůƵĚĞƉƌŽƉŽƐĞĚ ƚĞƌŵƐƌĞůĂƟŶŐƚŽƐŚŝƉƉŝŶŐ͕ĚĞůŝǀĞƌLJ͕ŝŶƐƉĞĐƟŽŶ͕ĂŶĚĂĐĐĞƉƚĂŶĐĞͬƌĞũĞĐƟŽŶ and other relevant terms ŽĨƚĞŶĚĞƌĞĚ^ŽůƵƟŽŶƐ͘^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŵĂLJŶĞŐŽƟĂƚĞĮŶĂůƚĞƌŵƐĂƉƉƌŽƉƌŝĂƚĞĨŽƌƚŚĞ
ƐƉĞĐŝĮĐƚƌĂŶƐĂĐƟŽŶƌĞůĂƟŶŐƚŽnon-ĂƉƉƌŽƉƌŝĂƟŽŶ͕ƐŚŝƉƉŝŶŐ͕ĚĞůŝǀĞƌLJ͕ŝŶƐƉĞĐƟŽŶ͕ ĂĐĐĞƉƚĂŶĐĞͬƌĞũĞĐƟŽŶŽĨƚĞŶĚĞƌĞĚ ^ŽůƵƟŽŶƐ͕ĂŶĚǁĂƌƌĂŶƚLJĐŽǀĞƌĂŐĞĨŽƌ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ͘^ƵĐŚ terms may include, but are not lŝŵŝƚĞĚƚŽ͕ĐŽƐƚƐ͕ƌŝƐŬŽĨůŽƐƐ͕ƉƌŽƉĞƌƉĂĐŬĂŐŝŶŐ͕ŝŶƐƉĞĐƟŽŶƌŝŐŚƚƐĂŶĚ ƟŵĞůŝŶĞƐ͕ĂĐĐĞƉƚĂŶĐĞŽƌƌĞũĞĐƟŽŶƉƌŽĐĞĚƵƌĞƐ͕ĂŶĚƌĞŵĞĚŝĞƐĂƐŵƵƚƵĂůůLJĂŐƌĞĞĚŝŶĐůƵĚĞŶŽƟĐĞ ƌĞƋƵŝƌĞŵĞŶƚƐ͕ƌĞƉůĂĐĞŵĞŶƚ͕ƌĞƚƵƌŶŽƌĞdžĐŚĂŶŐĞƉƌŽĐĞĚƵƌĞƐ͕ĂŶĚĂƐƐŽĐŝĂƚĞĚĐŽƐƚƐ͘ ϯͿ ƉƉůŝĐĂďůĞdĂdžĞƐ͘ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝƐƌĞƐƉŽŶƐŝďůĞĨŽƌŶŽƟĨLJŝŶŐƐƵƉƉůŝĞƌŽĨŝƚƐƚĂdž-exempt status and for providing Supplier with any valid tax-ĞdžĞŵƉƟŽŶĐĞƌƟĮĐĂƟŽŶ;ƐͿŽƌƌĞůĂƚĞĚĚŽĐƵŵĞŶƚĂƟŽŶ͘ 4) KƌĚĞƌŝŶŐWƌŽĐĞƐƐĂŶĚWĂLJŵĞŶƚ͘ ^ƵƉƉůŝĞƌ͛ƐŽƌĚĞƌŝŶŐƉƌŽĐĞƐƐĂŶĚĂĐĐĞƉƚĂďůĞĨŽƌŵƐŽĨƉĂLJŵĞŶƚĂƌĞ ŝŶĐůƵĚĞĚǁŝƚŚŝŶŝƚƐWƌŽƉŽƐĂů͘WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐǁŝůůďĞƐŽůĞůLJƌĞƐƉŽŶƐŝďůĞĨŽƌƉĂLJŵĞŶƚƚŽ^ƵƉƉůŝĞƌ ĂŶĚ^ŽƵƌĐĞǁĞůůǁŝůůŚĂǀĞŶŽůŝĂďŝůŝƚLJĨŽƌĂŶLJƵŶƉĂŝĚŝŶǀŽŝĐĞŽĨĂŶLJWĂƌƟĐŝƉĂƟŶŐ ŶƟƚy.
5) dƌĂŶƐĂĐƟŽŶŽĐƵŵĞŶƚƐ͘ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŵĂLJƌĞƋƵŝƌĞƚŚĞƵƐĞŽĨŝƚƐŽǁŶĨŽƌŵƐƚŽĐŽŵƉůĞƚĞ
ƚƌĂŶƐĂĐƟŽŶƐĚŝƌĞĐƚůLJǁŝƚŚ^ƵƉƉůŝĞƌƵƟůŝnjŝŶŐƚŚĞƚĞƌŵƐĞƐƚĂďůŝƐŚĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌ͛Ɛ 













 

2774
102924-MTV
v052824 13
ƐƚĂŶĚĂƌĚĨŽƌŵĂŐƌĞĞŵĞŶƚƐŵĂLJďĞŽīĞƌĞĚĂƐƉĂƌƚŽĨŝƚƐWƌŽƉŽƐĂů͘^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJ
ŵĂLJĐŽŵƉůĞƚĞĂŶĚĚŽĐƵŵĞŶƚƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐĂŶLJƚLJƉĞŽĨƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐĂƐŵƵƚƵĂůůLJ ĂŐƌĞĞĚ͘/ŶĂŶLJƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚĞŶƚĞƌĞĚƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ

ŶƟƚLJŵƵƐƚŝŶĐůƵĚĞƐƉĞĐŝĮĐƌĞĨĞƌĞŶĐĞƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚďLJŶƵŵďĞƌĂŶĚƚŽWĂƌƟĐŝƉĂƟŶŐ

ŶƟƚLJ͛ƐƵŶŝƋƵĞ^ŽƵƌĐĞǁĞůůaccount number.
6) ĚĚŝƟŽŶĂůdĞƌŵƐĂŶĚŽŶĚŝƟŽŶƐ WĞƌŵŝƩĞĚ͘ WĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌŵĂLJŶĞŐŽƟĂƚĞĂŶĚ
ŝŶĐůƵĚĞĂĚĚŝƟŽŶĂůƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚĂƟŽŶĂƐŵƵƚƵĂůůLJĂŐƌĞĞĚ͘^ƵĐŚ terms may supplant or supersede this Master Agreement when necessary and as mutually agreed by Supplier and WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘^ŽƵƌĐĞǁĞůůŚĂƐĞdžƉƌĞƐƐůLJƌĞƐĞƌǀĞĚƚŚĞƌŝŐŚƚĨŽƌ^ƵƉƉůŝĞƌĂŶĚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJƚŽĂĚĚƌĞƐƐĂŶLJŶĞĐĞƐƐĂƌLJƉƌŽǀŝƐŝŽŶƐǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐŶŽƚĞdžƉƌĞƐƐůLJ included within this Master ŐƌĞĞŵĞŶƚ͕ŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽƚƌĂŶƐĂĐƟŽŶĐĂŶĐĞůůĂƟŽŶ͕ĚŝƐƉƵƚĞ ƌĞƐŽůƵƟŽŶ͕ŐŽǀĞƌŶŝŶŐůĂǁĂŶĚǀĞŶƵĞ͕ŶŽŶ-ĂƉƉƌŽƉƌŝĂƟŽŶ͕ŝŶƐƵƌĂŶĐĞ͕ĚĞĨĞŶƐĞĂŶĚŝŶĚĞŵŶŝƚLJ͕ĨŽƌĐĞ ŵĂũĞƵƌĞ͕and other material terms as mutually agreed.
7) ^ƵďƐĞƋƵĞŶƚŐƌĞĞŵĞŶƚƐĂŶĚ^ƵƌǀŝǀĂů͘ ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJŵĂLJĞŶƚĞƌŝŶƚŽĂƐĞƉĂƌĂƚĞ
agreement to facilitate long-ƚĞƌŵƉĞƌĨŽƌŵĂŶĐĞŽďůŝŐĂƟŽŶƐƵƟůŝnjŝŶŐƚŚĞƚĞƌŵƐŽĨƚŚŝƐDĂƐƚĞƌ Agreement as mutually agreed. Such agreements may provide for a performance period extending beyond the full term of this Master Agreement as mutually agreed. 8) WĂƌƟĐŝƉĂƟŶŐĚĚĞŶĚƵŵƐ͘ ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŵĂLJĞŶƚĞƌĂWĂƌƟĐŝƉĂƟŶŐĚĚĞŶĚƵŵŽƌ
ƐŝŵŝůĂƌĚŽĐƵŵĞŶƚĞdžƚĞŶĚŝŶŐĂŶĚƐƵƉƉůĞŵĞŶƟŶŐƚŚĞƚĞƌŵƐŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽĨĂĐŝůŝƚĂƚĞ ĂĚŽƉƟŽŶĂƐŵĂLJďĞƌĞƋƵŝƌĞĚďLJĂWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘
Sourcewell DŽƟǀĞdĞĐŚŶŽůŽŐŝĞƐ͕/ŶĐ͘
LJ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ LJ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ Jeremy Schwartz ĞƌĞŬDĞƌŶĂŐŚ
dŝƚůĞ͗ŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĸĐĞƌ dŝƚůĞ͗ŚŝĞĨĐĐŽƵŶƟŶŐKĸĐĞƌ ĂƚĞ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ ĂƚĞ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ















 

 





  






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Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

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Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

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Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

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Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

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Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

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Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

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Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

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Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

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Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

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Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

2811
84 Emissions, Green House Gas (GHG), or Low
Carbon Fuel Standard (LCFS) tracking, reporting,
and management
Yes
No
We are actively working with our
customers on supporting their
emissions management and
sustainability initiatives. Motive's
platform helps with emissions
tracking, reporting, and management
through several key initiatives:

Ɨ Emissions Tracking: The
Motive Fuel and Sustainability hub
allows users to track CO2 emissions
by driver and/or vehicle, providing
insights into GHG emissions in the
Vehicle and Driver Fuel Performance
Reports. We are also working with
our customers on understanding their
goals and how to track them using
our technology.

Ɨ Fuel Efficiency: The program
includes tools to benchmark fuel
performance, track fuel consumption,
and identify idling events, which helps
in optimizing fuel usage and reducing
unnecessary emissions.

Ɨ Driver Coaching: By
pinpointing wasteful behaviors such as
idling, speeding, and hard
acceleration, the program enables
effective driver coaching to improve
fuel efficiency and reduce emissions.

These initiatives collectively help
companies better understand and
manage their environmental impact,
leading to reduced CO2 emissions.

As stated earlier, Motive has a
comprehensive ESG and Corporate
Sustainability Program and is
committed to annual public reporting.

Our most recent Annual Impact
Report is available here:
https://gomotive.com/contentlibrary/report/2024-annual-impact-report/. *
Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.

Documents
Ensure your submission document(s) conforms to the following:

1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.

2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.

3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.

Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

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Bid Number: RFP 102924 Vendor Name: Motive Technologies, Inc. 













 

2815
Proposal Opening Record
Date of opening: October 29, 2024
Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Fleet Management Technologies with Related Software Solutions to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than October 29, 2024, at 4:30 p.m. Central Time, and late proposals will not be considered.

The undersigned certify that all responses received on Request for Proposal #102924 were submitted through the Sourcewell Procurement Portal, and that each Proposer’s response material was digitally sealed upon submission and remained inaccessible until the due date and time specified in the Solicitation Schedule.

Responses were received from the following:

AdvantageOne Technology, Inc., dba Advantage Asset Tracking Corp. Submitted Mon Oct 28, 2024 11:00:24 AM Agile Fleet, Inc. Submitted Mon Oct 28, 2024 2:06:43 PM Air Automotive Tracking, Inc. Submitted Tue Oct 22, 2024 10:09:20 AM AttriX Technologies, Inc. Submitted Tue Oct 29, 2024 4:24:11 PM BizFleets, LLC Submitted Tue Oct 29, 2024 12:31:23 PM
BusPatrol America, LLC Submitted Tue Oct 29, 2024 4:17:06 PM BusRight, Inc. Submitted Tue Oct 29, 2024 1:29:19 PM
Bytecurve Holdings, LLC Submitted Mon Oct 28, 2024 1:58:19 PM CalAmp Wireless Networks Corporation Submitted Tue Oct 29, 2024 3:22:53 PM Chevin Fleet Solutions, LLC Submitted Tue Oct 29, 2024 12:38:36 PM Collective Data Submitted Wed Oct 23, 2024 9:19:40 AM
CompassCom Software Corporation Submitted Tue Oct 29, 2024 1:15:23 PM Consultadd, Inc. Submitted Tue Oct 29, 2024 1:52:20 PM
DG Technologies Submitted Fri Oct 25, 2024 1:03:57 PM
Dynamic Ideas LLC, dba AlphaRoute Submitted Tue Oct 29, 2024 4:21:09 PM Education Logistics, LLC Submitted Mon Oct 28, 2024 5:18:23 PM Emergent Health Care Solutions, LLC Submitted Thu Oct 24, 2024 4:53:04 PM Energy Mission Control, dba FuSE Carbon Technologies Submitted Tue Oct 29, 2024 12:52:43 PM 






 



  

2816
Experteers, LLC Submitted Mon Oct 28, 2024 6:02:11 PM
Flagship Fleet Managment, LLC Submitted Tue Oct 29, 2024 11:37:40 AM Fleet Analytics, LLC Submitted Tue Oct 29, 2024 11:56:47 AM Flipturn, Inc. Submitted Tue Oct 29, 2024 4:21:16 PM
Ford Submitted Tue Oct 29, 2024 2:37:09 PM
ForeFront Power, LLC Submitted Tue Oct 29, 2024 4:17:47 PM Forward Thinking Systems Submitted Mon Oct 28, 2024 10:32:47 AM Geotab, Inc. Submitted Tue Oct 29, 2024 3:06:38 PM
Global Cloud Fleet, Inc., dba SVR Tracking Submitted Tue Oct 29, 2024 2:35:19 PM Global Tracking Communications, LLC Submitted Tue Oct 29, 2024 1:08:13 PM GoFleet Corporation Submitted Tue Oct 29, 2024 3:26:14 PM GPS Insight, LLC Submitted Thu Oct 24, 2024 12:57:18 PM Hauler Hero, Inc. Submitted Tue Oct 29, 2024 1:36:52 PM Intangles USA, Inc., dba Intangles Lab Corporation Submitted Tue Oct 29, 2024 3:39:50 PM IVS, Inc., dba AngelTrax Submitted Fri Oct 25, 2024 5:13:08 PM Launch Mobility, Inc. Submitted Thu Oct 24, 2024 4:38:42 PM Legion Asset Submitted Tue Oct 29, 2024 2:29:25 PM
Lytx, Inc. Submitted Tue Oct 29, 2024 2:32:53 PM
Magnum Electronics, Inc. Submitted Tue Oct 29, 2024 8:48:49 AM Motive Technologies, Inc. Submitted Tue Oct 29, 2024 9:51:25 AM MoveEV, Inc. Submitted Tue Oct 29, 2024 3:23:03 PM
NeoTreks, Inc. Submitted Tue Oct 29, 2024 8:37:05 AM
Nuclear Promise X, Inc. Submitted Mon Oct 28, 2024 3:59:44 PM Olathe Ford Sales, Inc., dba Olathe Fleet Solutions Submitted Mon Oct 28, 2024 6:19:20 PM One Step GPS Submitted Mon Oct 28, 2024 1:51:21 PM
Onward Connected, dba Onward Fleet Solutions Submitted Mon Oct 28, 2024 4:16:56 PM Open TV, dba Kudelski IoT Submitted Mon Oct 28, 2024 1:17:14 PM Openlane Technology Corporation Submitted Tue Oct 29, 2024 11:50:47 AM Paladin Drones, Inc. Submitted Tue Oct 29, 2024 12:09:16 PM Parsons Transportation Group, Inc. Submitted Tue Oct 29, 2024 1:31:53 PM PowerFlex Systems, LLC Submitted Tue Oct 29, 2024 2:23:22 PM PreCise MRM Submitted Mon Oct 28, 2024 11:05:54 PM
ProLogic ITS, LLC Submitted Mon Oct 28, 2024 2:49:53 PM Quetica Consulting and Engineering Submitted Tue Oct 29, 2024 2:48:46 PM Radio Engineering Industries, Inc. (REI) Submitted Tue Oct 29, 2024 12:03:52 PM Route4Me, Inc. Submitted Tue Oct 29, 2024 1:09:20 PM
Routeware, Inc., dba Wastech Corp. Submitted Mon Oct 28, 2024 3:25:06 PM RTA, dba RTA: The Fleet Success Company Submitted Tue Oct 29, 2024 9:12:21 AM S44 LLC Submitted Mon Oct 28, 2024 10:42:31 AM
Samsara, Inc. Submitted Tue Oct 29, 2024 12:23:26 PM
School Bus Logistics, LLC Submitted Mon Oct 28, 2024 1:07:14 PM SHzoom Technologies Inc., dba UPtime by Shzoom Submitted Tue Oct 29, 2024 4:15:23 PM Smart Planet Software, dba FleetPaths Smart Planet Software Submitted Tue Oct 29, 2024 1:31:39 PM 






 



  

2817
TALOSYS, Inc. Submitted Tue Oct 29, 2024 1:50:46 AM
TELUS Communications Submitted Mon Oct 28, 2024 2:36:02 PM Transfinder Corporation Submitted Mon Oct 28, 2024 1:41:21 PM TRANSFORM DIGITAL, LLC Submitted Mon Oct 28, 2024 5:33:02 AM Trapeze Software Group, Inc. Submitted Mon Oct 28, 2024 9:18:40 AM TT FASTER, LLC dba FASTER Asset Solutions Submitted Mon Oct 28, 2024 2:10:20 PM Tyler Technologies Submitted Tue Oct 29, 2024 1:51:34 PM USCC Services, LLC Submitted Tue Oct 29, 2024 10:07:11 AM Utilimarc, LLC Submitted Tue Oct 29, 2024 10:33:33 AM
Utilitac Equipment and Upfitting Submitted Tue Oct 29, 2024 12:10:36 PM Vecima Networks, Inc., dba Nero Global Tracking Submitted Tue Oct 29, 2024 2:00:42 PM Velocitor Solutions, LLC Submitted Tue Oct 29, 2024 1:18:05 PM Vemoco Telematics, LLC Submitted Tue Oct 29, 2024 4:22:59 PM Verizon Connect NWF, Inc. Submitted Mon Oct 28, 2024 4:50:02 PM Via Transportation, Inc, dba Remix Technologies LLC Submitted Tue Oct 29, 2024 1:46:54 PM Zonar Systems, Inc. Submitted Mon Oct 28, 2024 1:40:23 PM The Proposals were opened electronically, and a list of all Proposers was made publicly available in the Sourcewell Procurement Portal, on October 29, 2024, at 4:30 pm CT. All responsive proposals were then submitted for review by the Sourcewell Evaluation Committee. _____________________________________
Greg Grunig, M.S., NIGP-CPP, Paul Dotson, Procurement Analyst II Procurement Manager








 



  

2818
Rev. 6/2024 Sourcewell RFP #102924
Fleet Management Technologies with Related Software Solutions